SAP Analytics Cloud Accelerator for Salesforce – Rapid Deployment Solution

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