Build a high-level sales plan by simply clicking the mouse. Once agreed, the sales plan becomes locked and the sales forecast is measured against it. Automatically preserve activities, actions, quotes, projects, opportunities and more. Run reports on your teams sales plan seamlessly.

It can be a good idea to build a high-level sales plan before forecasting any business. The Sales Plan module lets you do exactly this by simply clicking the mouse. Tightly integrated with the Price List Module you will reduce the amount of time needed and limit the number of potential errors. Once the sales plan has been agreed with management it becomes locked and the sales forecast will measure performance against the plan.