Sales Planner Plan and monitor your sales and budget Planium Software Ltd.
Planning and monitoring the sales plan and the sales budget
Scheduling and monitoring the sales activities (including costs, labor and material)
Preparing Framework (top-down) planning and Operating (detailed) planning
Analyzing the plan and making decisions
Presenting the plan to other managers and employees.
Overview Product Applications
The Sales Planner is intended to be the planning and budgeting tool for sales and marketing managers.
The Sales Planner helps in the following tasks:
Overview (2) Target Users
Marketing and Sales managers in any business or organization that sales products or services and applies marketing and sales resources in order to generate these sales.
The Sales Planner is flexible enough to be adjusted to businesses of different industry and different size - small, medium and large.
Adjusting Framework Planning to Operating Planning
Integrating financial planning, budgeting, activities and personnel planning to one plan with one planning tool.
Controlling and monitoring sales activities and costs
Setting clear schedules and targets to Sales and Marketing staff
Saving time and efforts by using a comprehensive planning tool that does not require previous experience in programming or usage of software and/or in financial modeling and budgeting.
Main Benefits The Sales Planner’s main benefit is: Helping the manager to decide how to allocate efficiently the marketing and sales resources of his business to activities, products and markets in order to generate more sales with less expenses. Other benefits are:
Flowchart Sales Plan Budget Framework Planning
Operational Planning Sales Plan Budget
Planning Results Export: MS-Excel MS-Project HTML Material Sales Expenses Labor
Sales Success Analysis
Framework Planning vs. Operating Planning High quality Reports and Graphs Sub Activities
Quick to learn, Easy to use
Step by step on-line guide for novice user
Enhanced on-line help
Plan Navigator helps to identify and operate functions quickly
Flexible and Customizable
Easily adjusted to different businesses
Samples by industry
Advanced budgeting and planning tools
Powerful analysis tools
High quality reports and graphs
Build-in modeling and calculations
STEP 1 - Basic Data Entry
Enter basic data into the following tables: Product List, Market List, Responsible List, Activity Types and Sales Materials. This data will be used in the planning and analysis screens.
STEP 2 - Framework Planning
Select the plan year in the General Screen
Enter the Sales Plan by Products and by Markets
Enter the Marketing and Sales Expenses (Budget) by Activity Types and by Expense Types
STEP 3 - Operating Planning
Enter the Sales Activities that are planned for the plan year. For each activity enter the following data:
Activity type and date
Sales generated by this activity
Costs and Work Hours
STEP 4 - Analysis
Compare and adjust Operating Planning to Framework Planning.
Analyze the results of the planning: Sales vs. Costs per each Activity, Product and Market.
Refine the planning if needed, then produce reports and graphs to present the plan.
Analyze the activities schedule, responsible schedule and material schedule and use them to execute and monitor the plan.
Analysis Tools (1)
The Sales Planner includes powerful analysis tools that help the user to perform the planning, analyze the results and present the plan to other managers and employees in order to make it applicable. These tools include technical tools and logical tools.
The technical analysis tools include:
High quality and easily customized Reports and Graphs
On-screen table presentations with:
Hierarchical tree easily expandable to show different levels of the analyzed data
Periodical view (Gantt alike) presentation of activities schedule
Data sorting and grouping according to user selection
Analysis Tools (2)
The logical analysis tools include:
Comparison tables – compare framework plan to operating plan.
Sales Ratio and Success analysis – compare sales to costs for each product, market and activity type.
Sales Analysis by markets and products
Budget Analysis by activity types
Schedule analyses – Activities, Responsible, Material – enable to view and analyze schedule and timing, to locate resource limits and timing problems and to execute and monitor the plan.
Runs on Windows 95/ 98/ NT/ 2000/ ME
Pentium II 350MHZ or more
35MB disk space (100MB in Windows older than 2000/ ME)
Export to MS-Excel, HTML and MS-Projects (2000)
Developed with Microsoft’s most advanced development tools
Sample Screens Sales Plan Highlights
Sample Screens Sales Ratio Activities Schedule
Sample Screens Graphs Report Preview
Planium Software Ltd. is a private software company, formed in Israel in the year 2000.
The Company specializes in developing software for Business and Financial Planning and intends to become a leading software vendor in these fields.
Our mission is to create advanced software tools that will really assist managers and business people around the globe in managing their businesses and taking the right business decisions.
Planium’s team is very experienced in creating state-of-the-art software tools that incorporate professional knowledge with ease-of-use and applicability and give the appropriate answers to the users needs.