Sales planning without data silos and Excel chaos
The Jedox Sales Solution connects sales planning, forecasting, territory and quota planning, Reporting, and extensible compensation processes on one platform. Data from customer relationship management (CRM), enterprise resource planning (ERP), Finance, Excel, and other sources flows into a shared, consistent data foundation. This enables Sales, Finance, and management to work with the same assumptions and adapt plans more quickly as market conditions shift.
Jedox replaces fragmented spreadsheets and recurring manual work with structured workflows, versions, and automated data integration. Volumes, prices, and revenue can be planned together, scenarios compared, and key performance indicators (KPIs) tracked in Dashboards. This creates greater transparency into target achievement, pipeline, and sales performance, giving teams more time for customers, analysis, and growth.
Plan sales reliably. Steer growth with focus.
Sales targets are only as reliable as the strategy, assumptions, and performance data behind them. In many companies, that information is spread across separate systems, local Excel files, and individual forecasts—making alignment harder, extending planning cycles, and obscuring deviations until a later stage. Jedox brings sales and financial data together in a shared model. Teams can compare plan values, forecasts, and actuals, make assumptions transparent, and assess decisions based on their impact. This transforms sales management from an administrative process into a reliable management tool.
Create forecasts faster and respond earlier
Sales forecasts are often based on manual requests, varying assessments from Sales teams, and data from multiple systems. By the time everything is consolidated, the pipeline, closing probabilities, or market conditions may have already changed. Jedox reduces the effort behind recurring forecast requests and manual data preparation. With actuals, sales planning, and forecasts on a shared data foundation, rolling forecasts, year-end forecasts, and scenarios can be created, compared, and updated quickly as new developments arise. AI-powered predictions complement the forecasts and help Sales teams spot deviations, risks, and opportunities earlier and take corrective action in time.
Manage sales territories and quotas transparently
Complex territory structures and quota allocations are difficult to maintain in spreadsheets. Jedox creates a central foundation for data-driven territory planning, making targets, potential, and responsibilities transparent. Different scenarios can be compared before new structures are implemented, and quota models can be connected with market potential, historical performance, and individual business logic. Teams plan territories and targets on a more informed basis and manage changes with confidence.
Plan and automate compensation transparently
Sales compensation needs to motivate employees while remaining transparent and understandable for Sales, Finance, Human Resources (HR), and Accounting. Complex models in disconnected files increase administrative effort and make consistent calculations harder. Built on the Jedox Platform, incentive and sales compensation can be configured to match your respective compensation model. Calculation logic, tier structures, group models, and self-service analyses can be added and connected with planning and performance data. This reduces manual processes and makes it clear how target achievement and compensation are linked.
Understand KPIs and accelerate decisions
Interactive Dashboards and dynamic reports provide Sales leadership and management with an up-to-date view of revenue, pipeline, conversion, target achievement, and other key KPIs. Drilldowns and version comparisons help explain deviations instead of just surfacing them. Sales employees see the targets, territories, and results relevant to them, while role-based permissions and workflows keep control centralized. This improves collaboration and shortens the path from analysis to decision.
