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Sales Performance Management
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            What’s Sales Planning?

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            3. Sales Performance Management

            What’s Sales Planning?

            Align sales teams with leadership targets using Sales Planning as your single source of truth. Give stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled

            Challenges of Typical Sales Planning Efforts

            Creating and maintaining sales plans presents lots of challenges, especially when you’re planning in multiple systems. Here’s how.

            The ProblemChallenges That Come with It
            Siloed efforts
            • Requires specialists for each system involved in your planning efforts
            • Disparate teams, sources, and applications
            • Lack of stakeholder input
            • Permissions management among all systems
            Inefficient
            • Complicated implementations
            • Unknown risks whenever adjusting sales plans
            • Errors during import and export processes
            • A missing single source of truth
            Inaccurate and expensive
            • Difficulties planning for the long term
            • Immeasurable performance that prevents you from identifying potential improvements
            • Inability to respond quickly to changing market conditions

            How Sales Planning from Salesforce Helps

            Meet and exceed your targets using Sales Planning.

            Sales Planning home page

            Here’s how.

            Sales Planning SolutionBenefits That Come with Sales Planning
            Centralization of plans and cost reductions
            • Requires fewer specialists for a centralized system
            • Tracked updates to and performance of sales plans
            Flexibility
            • Support for multiple business units with differing complexities
            • Ability to tailor top-down and bottom-up methodologies to your planning processes
            • Templates that start you off quickly
            • Data export to and data import from CSV files
            Continuous planning
            • Access to historical and forecast data that influences iterative planning decisions
            • Deployment of sales plans
             
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            Salesforce Help | Article