Features

Automation to
increase accuracy

Spreadsheets become limited, unwieldy, and error-prone as your business scales. OpsPanda's functionality is built for sales resource planning. There's no code to write, no formulas to enter. Just easy, accurate planning of:

  • Hiring
  • Attrition
  • Ramp Time
  • Seasonality
  • Quotas
  • Territories
OpsPanda software module allowing easy customization of sales reps' ramp time for more accurate planning.
Elegant OpsPanda visualization of conversaion rates comparing sales pipeline versus closed won bookings

Robust analytics to draw out insights

Craft your plan's assumptions with data, not anecdotes. Analyze historical trends, assess your pipeline, and monitor performance metrics all in one tool.

Examine what resources and actions you’ll need to achieve your targets

Integration, tracking, and replanning to stay on course

A sales plan should be more than just a target - it's a roadmap for hitting it. Track progress of the variables that affect sales that so you can identify issues and make adjustments in time.

Easy-to-read OpsPanda dashboard with comparing key metrics like YTD bookings and quota to plan.
OpsPanda tool showing actual and planned headcount changes with beautiful color charts.

Presentation-ready reports to build alignment

Trying to share plans and insights via spreadsheets is frustrating and ineffective. Elegant charts and dashboards help you communicate progress, justify resource requests, and improve decision-making.

Functionality

Target Validation

High-level tools to assess target feasibility

Scenario Planning

Testing and validation of assumptions at the employee, team, or geographic level

Quota Assignment

Detailed distribution of quotas by region and seller

Replanning

Integration with year-to-date actuals for accurate plan updates

Ease of Use

Out-of-the-box
Functionality

Embedded analytics and logic come standard and ready to use

CRM Integration

Seamless integration with Salesforce and other CRM systems

100% Cloud-Based

Flexible access for increased collaboration and reduced administrative bottlenecks

Purpose-Built

Functionality tailored specifically to sales resource planning and management