Rep Planner

Periscope by McKinsey
Rep Planner is Periscope by McKinsey’s sales growth analytics and sales planning platform. As analytics plays an increasingly important role in B2B commercial, high-performing sales organizations differentiate themselves via analytics to enable growth, efficiency, and effectiveness. Rep Planner is designed to get measurable financial impact by focusing on the main areas that drive commercial growth and productivity in B2B Sales getting in front of the right opportunities with the best people every single time.


1.0 GB
Terms & Conditions

App stats



Potential Planner
  • Potential Planner provides sales reps insights into growth potential at their accounts through a set of integrated tools which assist in the determination of individual account potential.
Segment Planner
  • Segment Planner ensures that reps time will be focused on the right priorities based on a flexible segmentation model. The segmentation model supports traditional GTM segmentation but also integrates the RAD segmentation (Retain, Acquire, Develop, Light Touch) into a unified segmentation approach. Segment Planner also supports a multi-pass planning approach so that planners, front line reps and sales management can effectively collaborate in the planning process.
Capacity Planner
  • Capacity Planner allows a sales organization to maximize effectiveness by assuring that the right numbers of Reps are matched to the right opportunities. Planners can model multiple resource configurations against the dynamically segmented account base to ensure optimal coverage.
Roster Planner
  • Roster Planner provides an effective means to manage account assignments across the enterprise at the rep level and lets sales management and sales planners explore and report on territory design as well as potential, revenue, SoW and quota by territory, district and region.
Quota Planner
  • Quota Planner utilizes account revenue history, segmented growth assumptions and SoW forecasts to determine quota at the account level. Quota's can be reviewed by sales management and overridden as necessary.

Periscope by McKinsey

Established in 2007, Periscope leverages decades of McKinsey’s marketing and sales experience helping leading global companies improve sales, pricing, promotion, assortments, and performance management. Periscope builds on McKinsey’s codified best practices including 40 years of proprietary benchmarked data. Periscope’s unique combination of software, tailored services, and expertise provides our clients with a powerful granular view of their commercial and financial performance. We are local to you. With more than 100 offices around the world we are able to support wherever you are and in your local language!


Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

© 2016 Anaplan, Inc. All rights reserved.

Existing customer

Sign in and select a workspace to instantly start using this app.

Sign in App Hub Privacy Policy

New to Anaplan?

You must have an Anaplan account to install this app.

Learn more
App Hub Privacy Policy

By clicking to proceed, you agree that Anaplan may collect data on your usage of the App and combine it with other information we have collected about you to improve services we offer you, and to improve the effectiveness of the App Hub. We may also contact you about your use of the App. Where an App is provided by a third party, we may share App usage data with that third party in which case that third party’s privacy policies will apply and this one will not. Please also see our Privacy Policy