Sales plans

Set measurable goals and track their progress in real time. Plans by revenue or deal count: per pipeline, per manager or company-wide.

Three plan types

By direction (pipelines), by managers or company-wide. Choose the granularity that matches your structure.

Plan revenue or the number of closed deals. Every next plan is more ambitious than the previous one.

Set start and end dates. Month, quarter, year: any horizon.

Completion percentage, what is done and what remains: in analytics for every plan.

The owner sees the whole picture, the head of sales, their department, a manager, their own goals.

Transparent goals and live progress motivate better than any meeting. The team sees results daily.

Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.