PlaniFi Solutions offers the below pre-packaged solution to get you started with SAP Analytics Cloud Accelerator for Salesforce. We offer both quick start programs and small-to-medium pre-packaged managed implementations. Reach out to [email protected] for more information.

Rapid Deployment Assets include:

• Dashboard examples for Sales Attainment, Sales Conversion, and KPIs like Sales Cycle Time, etc
• Example template for Quota Planning and management
• Model CRM data – including key fields and hierarchies for Sales Teams, Opportunities, Products, Deal Stages, Forecast Categories
• Available on SAP Analytics Cloud

Financial Planning and Analysis – Considerations

• Integrate CRM with your Financial Plan – leverage SimpleFi experience with Salesforce use cases including predictive opportunity scoring, stratification of opportunities by deal stage/forecast categories, and weighted pipeline calculations
• Learn how to combine CRM data with other financial or operational data to create meaningful reports and dashboards

Salesforce Analytics Launchpad​

• Salesforce – Quota Planning and Maintenance Templates​
• Plan and Forecast Review​
• Current Pipeline, Deals Closed​
• Sales Attainment by Sales Team, Attainment Center​
• Consolidated Sales Attainment Reporting by Sales Team, Attainment Center​

Example: Sales Performance Analytics

• Quota Attainment
• In Year Pipeline / Forecast
• Opportunity Performance / KPI Dashboard

Example: Planning and financial reporting

• Sales and Forecast Review
• Quota Planning