Business Planning

Full control and visibility over channel data

Create, track and change any KPI, from any Salesforce object, even custom objects, with a simple drag-and-drop interface

For companies that sell through an indirect channel, partners can provide an average of 75 percent or more of the total revenue. Yet the lack of tools to gain insight into channel performance can make the process of indirect sales seem like a black box.

With Impartner Business Planning, the progress a channel partner is making to reach their financial goals is available for review – to you and to them – on a 24/7 basis. Both your partners and your channel admins can log in at any time and see how their revenue is progressing. Just as important, is WHAT you are measuring. While there is a built-in set of best-practice KPIs to watch, with Impartner’s KPI Builder, channel managers can easily create, track and change any KPI that’s important to your business, from any Salesforce object, even custom objects with a simple drag and drop interface.

With a dashboard into your indirect business, you’ll see not just what’s “on target,” but trending in comparison to prior quarter or prior year; insight into lead conversion and assignment rates, total pipeline value analysis, any other financial or non-financial KPI your company relies to, to track success.

Business Planning features

KPI Builder with built in metrics for:

  • Insight into lead conversion and assignment rates
  • Past quota attainment
  • Pipeline health
  • Predicted sales success of individual channel partners
  • Business planning tools
  • Financial and non-financial goal setting
  • Performance dashboards
  • “One source of truth” around the actual performance of what your partners are doing
  • And -- create, track and change any KPI, from any Salesforce object, even custom objects with a simple drag and drop interface

LEARN MORE

Request a Demo to get more information
about Impartner Business Planning.