Exploring the Sales Planning and Forecasting Tools


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.

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