SimpleFi Solutions offers the below pre-packaged solution to get you started with SAP Analytics Cloud Accelerator for Salesforce. We offer both quick start programs and small-to-medium pre-packaged managed implementations. Reach out to [email protected] for more information.
Rapid Deployment Assets include:
- Dashboard examples for Sales Attainment, Sales Conversion, and KPIs like Sales Cycle Time, etc
- Example template for Quota Planning and management
- Model CRM data – including key fields and hierarchies for Sales Teams, Opportunities, Products, Deal Stages, Forecast Categories
- Available on SAP Analytics Cloud
Financial Planning and Analysis – Considerations
- Integrate CRM with your Financial Plan – leverage SimpleFi experience with Salesforce use cases including predictive opportunity scoring, stratification of opportunities by deal stage/forecast categories, and weighted pipeline calculations
- Learn how to combine CRM data with other financial or operational data to create meaningful reports and dashboards
Salesforce Analytics Launchpad
- Salesforce – Quota Planning and Maintenance Templates
- Plan and Forecast Review
- Current Pipeline, Deals Closed
- Sales Attainment by Sales Team, Attainment Center
- Consolidated Sales Attainment Reporting by Sales Team, Attainment Center
Example: Sales Performance Analytics
- Quota Attainment
- In Year Pipeline / Forecast
- Opportunity Performance / KPI Dashboard
Example: Planning and financial reporting
- Sales and Forecast Review
- Quota Planning
