Real-time sales controlling – reliably manage pipelines, forecasts, and margins
Clear Priorities & Pipeline Transparency
Focus on high-revenue opportunities: pipeline health, deal risks, and next best action at a glance. Weekly reviews ensure forecast targets and shorter sales cycles
KI-powered Forecast & Smart Recommandations
Higher forecast accuracy with ML forecasts for sales and closing probability. Opportunity scoring and recommendations increase hit rate and contribution margin
Sales Figures & Performance Analyses
KPI dashboards: conversion rate, sales cycle, quota attainment, funnel velocity, contribution margin. Real-time deviations and segment/territory comparisons for better control
Single Source of Truth for Planning and Reporting
CRM, ERP, marketing, and finance in one integrated system. Self-service in the familiar Power BI interface, governed data and a secure audit trail; with xP&A a direct bridge to P&L/margin
Efficient management, successful sales: Your path to greater sales performance
With smartpm, sales controllers manage the entire pipeline from lead to close in the user-friendly Power BI interface—integrated with CRM/ERP and finance. AI-powered sales forecasts, clear KPI dashboards, and what-if scenarios deliver reliable decisions on sales, conversion, contribution margin, and sales expense ratio — transparent, fast, measurable.
Sales conversion rate, sales cycle length, customer retention rate, or sales expense ratio—gain valuable insights into your team’s performance. This allows you to specifically increa se sales contribution margin and revenue growth.
"We used to have to create our monthly sales reports in Excel, which was tedious, error-prone, and time-consuming. Now we automatically link all data from different systems such as SAP or Soptim in our system, where we analyze it multidimensionally and report on it individually. We are glad to have chosen smartpm.solutions as our partner for the implementation of this project: Their technical expertise with the software and interfaces as well as their professional project management are particularly noteworthy."
Markus Thun, Sales Performance Management
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