Oracle EPM for Sales Planning

Oracle Cloud EPM Planning

Streamline Sales Efficiency and Performance Management

Enhance planning accuracy and efficiency with Oracle EPM for Sales Planning  Adaptive Planning, gaining insights into interdependencies for integrated plans.

Oracle EPM for Sales Planning sets targets and fosters collaboration, including customer segmentation and pipeline management.

Oracle EPM for Sales Planning integrates cloud platforms to drive sales by prioritizing customer experience and exceeding benchmarks.

Sales planning

Customer segmentation

Channel/coverage modeling

Territory management

Quota optimization

Lead to Order

Lead generation and management

Configure price and quote

Opportunity Management

Contract lifcycle management

Incentive and Performance management

incentive design

Crediting & Calculations

performance Data validation

Recognition & pay

Back Office

Order & inventory managment

Billing

human Resources

payroll

AR/AP

General ledger

Strategic Enterprise Performance Management

Design a Scalable Sales Planning Process

Sales
Target Settings

Terittory
Planning

Quota
Planning

Incentive
Compensation

Sales
Forecasting

Monitoring
& Analytics

01.

Top-Down Target

Set sales targets aligned with finance across regions, products, and market segments.

02.

Sales Planning

Create staffing plans for sales capacity, including ramping and attrition projections.

03.

Territory Planning

Design optimized territories using CRM data and segmentation for balanced coverage.

04.

Quota Planning

The Solution manages quotas efficiently with flexible templates and real-time monitoring.

05.

Incentive Planning

Compare multiple scenarios in real time and track performance against actuals for agile adjustments.

06.

Sales Forecasting

Drive sales performance with data-driven forecasting and pipeline analytics.

 Sales Performance Management Essentials

Unlock Value Throughout Sales Organizations

01.

Review Daily Sales Performance

Monitor sales performance by customer and product on a daily basis. Assess progress toward monthly sales goals and expected commission earnings.

02.

Commission Approval Process

The management reviews employees’ prior month commissions. Commissions are approved for payroll processing on the first day of each month.

03.

Sales Payroll Integration

You can utilize integrated HR data within the model. The approved commissions seamlessly export to payroll with the necessary attributes.

04.

Analysis with “What-If” Scenarios

Create “what-if” scenarios to explore different planning options, optimize plans, and visualize their effects by evaluating changes before implementing them.

05.

Enhanced Security

Get native security features to ensure that users only access sensitive information relevant to their roles.

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Asharq News improved their sales productivity with data-driven quotas using Oracle EPM for Sales Planning

Oracle EPM Simplifies Planning

Get Agile Sales Management with Oracle EPM for Sales Planning

Oracle Sales Planning provides data-driven tools for setting, analyzing, and adjusting individual and team quotas. Whether using a top-down or bottom-up approach, predictive analytics enhance modeling and help identify optimal territory assignments to motivate sellers and improve agility.

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