Sales Performance Management
Plan, forecast, and optimize sales performance in one connected system
​Aimplan brings Sales Performance Management into Microsoft Power BI so sales leaders, finance, and operations can plan, forecast, and analyze performance in one connected environment. All sales targets, quotas, and incentive plans link to company goals, giving everyone a shared and accurate view of performance.
From Fragmented to Connected Sales Planning
With Aimplan, sales planning becomes a continuous, connected process inside Power BI. Sales teams plan and update forecasts based on live CRM and financial data, instantly seeing how each change impacts revenue, margin, and performance targets. Teams can test assumptions, model scenarios, and adjust sales plans as market conditions evolve, all within the same environment used for reporting and analysis.
Sales Performance Management in Power BI
Aimplan extends Power BI into a complete platform for planning, forecasting, and managing sales performance. Territories, quotas, and incentive models are planned, tracked, and analyzed within one shared model. As results come in, Aimplan keeps all metrics synchronized, providing full transparency into attainment and profitability. This unified view allows sales and finance to understand performance drivers, forecast outcomes, and adjust strategies with confidence.
Insight and Alignment Across Teams
Aimplan connects sales, finance, and operations in a shared environment for planning, forecasting, and performance analysis. Teams view the same data across regions, products, and customer segments, ensuring that every forecast and result ties directly to the financial model. This unified approach improves transparency, strengthens collaboration, and aligns all departments around consistent numbers and shared goals.
The impact of modern Sales Performance Management
Aimplan makes sales performance management continuous, accurate, and aligned. Forecasts update automatically, quotas reflect strategy, and incentive plans evolve as results change. Sales and finance teams gain real-time insight, clarity, and control over how performance drives business outcomes. Together, they work from one connected system inside Power BI that unites planning and performance.
Ready to Transform Your Planning Process?
Join organizations that have eliminated spreadsheet chaos and accelerated their planning cycles with Aimplan.​
​See Aimplan in action with your own data and use case. Our team will show you how to transform your Power BI environment into a complete planning solution.