Oracle Sales Planning

Sales quota planning

Use powerful, AI-driven predictive planning capabilities, flexible modeling, and analysis for data-driven quota plans that optimize market and sales territory coverage.

Predictive planning

Set quota targets based on predicted sales or historical actuals and modify them in anticipation of any known or possible risks. Adjustments can be made for products, accounts, and time/seasonality.

Flexible modeling

Use multidimensional and drillable what-if planning by territory, product, account, channel, seasonality, and more.

Built-in best practices

Leverage best-practice planning methodologies, such as top-down, bottom-up, or waterfall.

Data-driven

Calculate quotas that are right-sized and attainable by using connected finance data. Using historical actuals to drive the quota-planning process helps ensure optimal targets are set.

Prescriptive modules

Easily configurable prescriptive modules come with navigation, forms, dashboards and calculation business rules to meet the complexity, scale, and structure of your business.

Key account planning

Create better, more accurate forecasts, develop the right promotion strategies, foster collaboration, and run what-if scenarios with a data-driven sales and promotion planning tool.

Predictive baseline planning

Predict sales volumes and corresponding revenue based on statistical forecasting methods across customer segments, product groups, or channels. After estimating a base forecast, make incremental adjustments using building blocks for factors—price, product, or placement— that would affect additional sales or revenue. Do gap analyses between your sales targets and the baseline.

Promotion planning

Make data-driven promotion strategy decisions to get the most profitable sales. Add promotions and identify sales uplifts based on those promotions. Run various what-if scenarios by adding, removing, or reassigning different promotions to different products, Build best case or worst case scenarios.

Analysis

Make the right planning decisions by reviewing trade spend summaries, ROI on uplifts, and customer profit and loss. View promoted and nonpromoted volume and revenue as well as analyses across key accounts, product groups, and sales territories.

Advanced sales forecasting

Sales and finance both need more reliable forecasts, along with accountability and improved collaboration between sales management and sales reps. Advanced sales forecasting capabilities use the data from the sales pipeline and financial actuals for more advanced statistical predictions, so you can deliver the most accurate forecasts possible weekly, monthly, or on a rolling basis.

Full-picture forecasts

Develop a more accurate and realistic forecast from ERP actuals alongside your CRM pipeline data—without the need for spreadsheets; offline, manual processes; or extra steps.

Powerful foundational sales planning platform

Easily switch on additional configurations, such as custom forms and dashboards, measures, dimensions, navigation flows, and Groovy business rules for custom calculations.

Detailed, actionable analytics and reporting

View current, future, and past forecasts. Compare the latest forecasting data with pipeline and won revenue metrics. View evolving forecast trends with detailed sales revenue models and what-if analysis so you can react quickly to meet your sales goals.

Connected and integrated

Offer your sales teams and sales management connected sales planning with integration between quota planning, incentive compensation planning, and sales forecasts.