Anaplan Sales Insights for Dynamics 365

Anaplan Sales Insights help sales leaders look at all paths to revenue, including all sales pipeline, to determine if the business is on track to hit its revenue targets. With Anaplan, sales leaders can analyze forecasts at the geographic, opportunity, and product levels to understand the health of the pipeline. With enhanced collaboration between sales teams, the entire sales organization is held accountable, improving the accuracy of your forecast, and giving business leaders the confidence to guide the organization into the future.

Use Cases for Sales Forecasting:

• Sales Forecasting: Streamline roll-ups across multiple hierarchies and multiple CRM instances
• Sales KPI Analytics: Develop time-based dashboards and KPIs such as velocity, conversion rates, discounts, selling style, and more, and analyze sales performance at any level of granularity
• Pipeline Optimization: Predict propensity to buy and determine ideal pipeline by seller profile
• Deal Desk & Pricing: Construct, price, and quota pricing, discounting, and quoting of sales deals
• Attainment Measures: Analyze trends over time – including velocity, conversion rates, discounts, selling style and more

Anaplan Platform Capabilities

• “What if” scenario and multi-dimensional modeling, powered by our patented Hyperblock® calculation engine, producing ultra-fast calculations at unprecedented scale so you can anticipate market changes.
• Built-in dashboards, reporting, and analytics with data visualization providing a single source of truth on business performance.
• Collaborative and agile planning across Sales, Finance, Supply Chain, HR, Marketing, and other business units.
• Best-in-class security and compliance with role-based access control, user management, SSO support with SAML 2.0 compliance, and data encryption.
• A highly extensible ecosystem — collect and analyze data in a single location using APIs, ETL connectors, and built-in integrations with other solutions.

Integration with Microsoft Dynamics 365

• Deployable Cloud Package for Anaplan Sales Solutions
• Bi-directional integrations for bulk and transactional AI data transfers
• Pre-built Data Hub and Starter Spoke Models
• Service Wrapper for easy deployment, automation, and end-user trigger control