Sales Planner

What Sales Planner is

Sales Planner is a web-based tool for software and IT sales organisations to assess sales maturity, build a five-year plan, and track execution. Its self-assessment covers strategy, market, sales organisation, and management, and takes about 30 minutes. The planning module works backwards from a year-five revenue target to calculate pipeline, win rates, and capacity needs. Teams can compare conservative, realistic, and ambitious scenarios and save versions of their assumptions. For execution, annual targets are translated into weekly sales activities, with target-versus-actual progress shown. The product targets owners, managing directors, and sales leaders at organisations such as ISVs, VARs, software houses, and managed service providers. Users can import data through Excel or CSV and export plans to Excel or PDF, but there is no CRM connector or API integration. The maker describes the service as EU-hosted, GDPR-compliant, encrypted, and secure, and says data is deleted within 30 days. The 14-day trial includes selected core modules and email support, with no card required. Subscription access costs €1,347 a year.