Sales Performance Management
Want to know if your sales team is focused on important deals? Would you like more precise sales forecasts in order to be able to plan capacity? Monitor and optimize your sales with the smartPM sales controlling solution. Using sales analytics, you receive a precise, current sales status.
Improve sales performance through targeted management of your sales team and focus on relevant deals and initiatives. Analyze value drivers and uncover sales opportunities. The AI assistant and predictive sales analytics support the sales forecast for precise forecasts. Get end-to-end transparency in the sales pipeline – from lead to deal and keep track of your sales metrics. Also applicable for pre-sales analysis.
Control your sales optimally
Clear prioritization system to focus on key deals
Suggest priorization of pre-sales cases and week-to-week pipe development monitoring
Connected Planning & Reporting: One single point of truth
Connect several relevant data sources from scratch and get a full set of standard sales reports
Sales Analytics: Easily improve your sales performance
Sales key figures, dashboards and analyzes show you the way
Skilled resource supply vs. forecasted demand comparison
Identify bottlenecks in terms of resources and skills and make suggestions for reskilling
Human and artifical sales intelligence
Use AI/machine learning algorithms for self-learning scoring systems and highly reliable and multidimensional forecasts
Advanced planning methods
Guided and ad-hoc analysis, advanced funnel target setting, role-tailored dashboards
How experts rate our products


Do you want to know...?
With which revenue will we end up in which region, team or product – by the end of any period?
Based on existing pipe and machine learning algorithms, Sales Performance Management module will create Sales Forecasts per region, product, sales rep etc. and flag issues.
Where and how could we do better?
By closely monitoring win/loss rates and quota achievements, the Sales Performance Management module draws attention to areas which need immediate or mid-term attention – e.g. products that won’t sell anymore in certain regions because of changes in team structure or outdated technology.
How much pipe will we need to make our goals, and should we focus rather on farming or hunting?
Sales Performance Management module allows for funnel target setting, breaking back the targets into Installed Base and New Business, calculating the number of Marketing Qualified and Sales Accepted leads required.
Which Pre-Sales cases are most promising or relevant from a strategic point of view?
A self learning scoring system which includes several key criteria like expected dealsize, Sales rep’s experience and more suggests a prioritization of your Pre-Sales cases.Newest posts

Margin Pressure, New Business Models, ESG: How Modern Performance Management Supports Energy Utilities
Efficient performance management is essential for energy providers to manage margin pressure, new business models, and ESG requirements. Discover how an integrated solution from smartPM creates transparency and enables well-informed decisions.

Are Your Financial and Business Data Optimally Connected?
Connect all subplans and company data for better decision making. Learn more about modern fully integrated corporate planning.

Leading Financial Controlling Software with Business Expertise – A Guarantee for your Succes
Your project success is ensured only when controlling technology and business consulting work together. This partnership is the guarantee.