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HOW TO UTILISE BOARD FOR SALES PLANNING

In this episode of Lunch ‘n’ Learn, we will focus on the Sales Performance Analysis and Planning capabilities of Board.

Board can be configured to suit different business use cases. In this webinar we will walk you through the steps of creating a sales plan, before finishing off with an overview of two use cases:

  • Sales Planning in a Product-Based organisation. 
  • Sales Planning in a Service-Based organisation.

Episode #6: 
How to utilise Board for Sales Planning.

Tuesday 20th April  |  12:30 to 1:15 PM AEST 

Join this webinar to learn how to:

  • Utilise Board’s top-down approach to prepare planning data and sales targets.
  • Drill-down to detailed views for more accurate target setting.
  • Effectively manage sales compensations by defining computations, then run “what-if” scenario modelling to test variations.
  • Roll-up the sales plan into the organisation’s strategic plan, and for profit & loss reporting.
  • Demo: Product-based and Service-Based Sales Planning.
    .

Join us for the live session to learn the basics of setting up a sales plan in Board.

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Presenters

Michael Foertsch
Michael Foertsch

Customer Services Manager

Michael is a high performing business professional with over 20 years' experience in the IT industry. He has worked in various roles including technical product support, business development, account management, team leadership, and strategic business management. He has a proven record of being comfortable and accomplished in helping organisations improve their business systems as well as leading and mentoring individuals’ personal development.

Alberto Fiocca
Alberto Fiocca

Business Intelligence Consultant

Alberto is a Business Intelligence consultant specialising in planning, Corporate Performance Management (CPM), and solution design and implementation. He has over a decade of IT experience supporting clients on their path to transformational improvement, challenging them to focus on the final objectives within their organisation.

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