Pipeline Management

PIPELINE MANAGEMENT

Find the truth in your pipeline

Instantly evaluate the health of your pipeline and make faster, more informed decisions to build an effective sales plan that drives more revenue.

Pipeline Coverage

See by quarter how much coverage you have versus your target. Get alerted about the risks that could impact you hitting your number with breakdowns by location, team and person.

All changes to open opportunities in your CRM are automatically mapped in Planr meaning you always have the most up to date, accurate view of your pipeline.

Pushed Deals

Pushed deals are a silent problem and will instantly effect your revenue prediction. Spot the trends of how likely you are to win every deal, quickly expose at-risk deals and re-allocate your strongest sales reps to close opportunities.

On average, if a deal pushes 3 times, your likelihood of closing a deal will drop from 40% to .02%.

Pipeline Forensics

Get an insight into everything that has happened from one quarter to the next. Effortlessly track your conversion rates, pipeline growth and forecast accuracy to get a true understanding of what is blocking your growth.

With real-time actionable insights, your sales team will become a powerhouse moving from open deals to closed-won faster than ever before.

Planr assesses the health of deals in our pipeline and analyses whether they will be sufficient to reach sales targets. Our sales strategy is now based on intelligent data and focused on the types of deals we need to ensure revenue performance. I credit this with a 3% increase in revenue performance.

Julian BoxCEO, Calligo

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How Planr transformed Calligo's revenue performance

Planr is enabling Calligo to grow predictably, to optimise sales and marketing capacity and to deliver revenue and sales assurance, profitability and cash flow.

How proof of future revenue performance secured TDS' buy-out

Planr gave the CEO & leadership team what they needed in order to convince the buyers that TDS could deliver the projected future revenue, ultimately securing a 33% higher valuation.

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