Aligning SAP Sales Cloud with the CX Portfolio and the Sales Cycle
Recognizing the Basic Features and Functions of the User Interface
Defining the Functional Capabilities of Lead Management
Defining the Characteristics of a Sales Opportunity
Examining Quotation Management Capabilities to Streamline Sales
Preparing Sales Contracts​
Determining the Key Stages in the Sales Order Process
Exploring Activity Management
Planning and Recording Site Visits
Planning and Forecasting Sales
Exploring Pricing Options
Exploring SAP Sales Cloud Add-Ons
Utilizing Reports and Analytics in SAP Sales Cloud

Exploring the Sales Planning and Forecasting Tools

Objective

After completing this lesson, you will be able to discover how to use sales planning and forecasting to engage the sales team, set targets, and keep track of goals.

Sales Planning and Forecasting

The goal of any sales representative, is to build relationships, make a sale and exceed sales target goals.

SAP Sales Cloud provides the tools to meet and exceed this goal in an agile way. It goes beyond the traditional sales software approach and provides you a 360 view of the customer.

The goal is to use SAP Sales Cloud tools to upsell, bundle and cross sell to your customer in order to make your monthly, quarterly, and yearly sales targets set by Sales Managers and leaders. 

Sales target planning enables companies to carry out top-down sales planning.

There are several ways sales targets can be created for specific regions and sales reps.

There are preconfigured graphical reports that allow managers to track performance in real time and sales reps can track their performance on their home screen.