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Give sales managers one hub for pipeline health, rep performance against quota, and campaign spend, so every deal and every marketing dollar is accounted for.

Sales Planning App brings sales performance management, marketing campaign coordination, and event planning together, giving sales managers a central view of funnel health, team productivity, and campaigns.

  • Sales pipeline monitoring - total pipeline value broken down by stage, from lead generation through negotiation, with closed-won and closed-lost deals tracked to calculate win rates.
  • Team performance management - each rep's progress against quota, organized by territory.
  • Campaign and budget oversight - total campaign budget and spend to date, with initiatives managed from planning through completed activations.
  • Relationship and activity tracking - a recent activities feed keeps a chronological record of customer interactions, such as quarterly business reviews, new product samplings, and partnership discussions.

Schedule a demo of the Sales Planning App

See pipeline by stage, rep attainment and campaign budget in one view built for beverage brand teams.