Sales

Sales Forecasting

Anaplan
Are you feeling pressured to deliver an accurate and efficient sales forecasting process in spite of complex sales cycles, large sales teams, and a highly competitive business environment? Using your ERP and CRM data, Anaplan offers a real-time planning, modeling, and optimization solution that solves the challenge of maintaining an accurate and trusted sales forecast.

Information

Business Function
SalesSales Forecasting
Industry
All Industries
App Last Updated
Size
260 MB
Language
English
Connects to
Comes with three built-in Salesforce connectors and can connect to any CRM software
Terms & Conditions

App stats

Modules
62
Roles
5
Formulas
516
Reports
13
Complexity
Master

Why Anaplan for Sales Forecasting?

Ensure your sales team reports sales pipeline activity more accurately. Identify sales deals at risk, eliminate “sandbaggers,” and reduce overcommits.
Provide a single line of sight across the entire organization so that everyone has a view into revenue projections, sales projections, and operational insight.
Allow functional leaders to make better and more informed decisions by providing accurate and trusted sales forecasting to all business units, including Sales, Finance, Operations, HR, and Marketing.
Enable sales leaders to use historical and current sales performance as a benchmark to predict future sales results. Make changes to functional plans and implement these changes across all other business models.

Features

What's new
Produce accurate sales forecasting models (weekly, monthly, quarterly, annually)
  • Produce accurate, trusted, and timely sales forecasts, including trend, seasonality, business cycle, product lifecycles, competitive risk, and other effects on a weekly, monthly, quarterly, or annual schedule
  • Understand sales forecast changes week to week, month to month, quarter to quarter
  • Update sales forecast and pipeline status (e.g., Qualified, Negotiate, Commit, etc.) on a weekly basis
Execute simulations with sales forecasting models
  • Change data drivers and execute sales forecasting simulations to project future impact on sales performance and the business
Statistical methodologies
  • Run sales forecasting models using different statistical methods for optimal sales forecasting benchmarking and sales projections
Salesforce CRM snapshot frequency
  • Ability to take frequent snapshots of Salesforce opportunities and account data and analyze what has changed since the previous sales forecast
Time-trending analytics
  • Create time-based dashboards and KPIs, such as velocity calculations and trending analytics
Scenario modeling and “what-if” analyses
  • Develop multiple scenarios and “what-if” analyses using different sales pipeline key performance indicators (e.g., pipeline sufficiency)
Salesforce integration (user interface/data)
  • Import Salesforce accounts and opportunities, and create segmentation and scoring rules using any attribute
  • Display Anaplan in a Salesforce user interface tab, providing transparency between the two applications
  • Bi-directional integration between Salesforce and Anaplan, including account, opportunity, and custom objects
Review sales forecast across all products and product hierarchies
  • Review sales forecast by product name, product family, or SKU to analyze current and projected product performance and demand
Maintain historical information through effective dating
  • Maintain history of sales forecast through effective dating, versions, and audit tracking
Audit tracking of changes
  • Comprehensive audit tracking right down to the individual cell level that allows you to view what, when, and who changed data in the system
Data integration (import and export)
  • Data integration with any upstream system using pre-built connectors (e.g., CRM, ERP, HRIS, BI, etc.)
  • Leverage well-documented APIs for data integration
  • One common platform to enable integration across all applications in the business
  • Import data into the system using CSV and text file format
  • Export data into Excel or PDF
Dashboards, reporting, and analytics
  • Built-in dashboard, reporting, and analytics capabilities with data visualization components (e.g., charts, graphs, maps, etc.)
  • Dashboards and reports are updated immediately
  • Analyze trends, abnormalities, and seasonality in the sales forecast
  • Configure sales executives, managers, representatives, dashboards, and reports (e.g., summary/detailed reporting)
Data set extensions through list properties
  • Extend data fields that were not included in the import process using list properties
  • Use extended list properties to configure additional sales forecast attributes, view in reports, or building formulas
Role-based security
  • Single, continuously monitored multi-tenant cloud platform and infrastructure
  • Role-based security and user management
  • Single sign-on
  • Auditing of changes, including data and metadata
  • Data segregation, no commingling
  • Disaster recovery and full data inscription
  • Ongoing testing and auditing of security and privacy
  • ISO 27k certified and/or SOC audited facilities
Cloud solution
  • Reduce IT costs and resources by leveraging a territory and quota application that was purposely built for the cloud with reliability, security, and compliance in mind (i.e., not an on-premise solution moved to the cloud)

What's new

October 5, 2015
  • Track week-over-week forecast and pipeline changes
  • Assess pipeline sufficiency based on historical performance and calculated metrics
  • Adjust forecast to align with top-down and rep-level targets
  • Provide flexible configuration with embedded connection to Salesforce.com
  • Explanations in the configuration guide you through each piece of the app

Terms and conditions

Anaplan

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.

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