Planning Analysis
Analyze your business forecasts in real-time.
With your planning data native to the CRM, your team can access and analyze the information in real-time. As forecasts are updated, your teams can collaborate instantly on ensuring business objectives are met and exceeded.
Quick Analysis
Perform quick analysis using our embedded Pivot Tables on your Territory and Account Planning dataset.
Territory and Account Analysis
Utilize our embedded pivot tables to quickly review and compare your Territory and Account planning.
Compare Plan Versions
Perform comparisons between planning versions, Budget vs. Forcasts, to identify critical variances.
Dynamic Filters
Filter your data across your various dimensions, measures, and plan versions.
Compliance
Ensure only approved plans are used in your analysis, reporting, and critical decision-making.
Visualize planning data within your CRM
Dashboards
Utilize Salesforce Dashboards to visualize your planning data, embedded widgets within your existing management analysis.
Reports
Adopt Salesforce Reports to visualize your planning data within your CRM.
Advanced Analytics
Leverage the power of advanced analytics using a companion set of predefined Tableau Prep flows, Tableau Online Datasources, and Tableau Workbooks. Our team consultants is able to work closely with you to tailor them to your needs.
