- Home
- Quota Management Software
- Sales Planner
Sales Planner
Würzburg, Germany
What it is
Sales Planner is a web-based planning tool for owners, managing directors, and sales leaders at IT and software companies. Its maturity assessment covers strategy, market, sales organisation, and management and takes about 30 minutes. The planning module starts with a year-five revenue target, then works backward to calculate pipeline, win rates, and capacity needs. Users can compare conservative, realistic, and ambitious scenarios and keep versions of their assumptions. The execution module turns annual targets into weekly sales activities and shows target-versus-actual progress. It targets software and IT sales organisations including ISVs, VARs, software houses, and managed service providers. Data can be imported through Excel or CSV and plans exported to Excel or PDF, but there is no CRM connector or API integration. The maker describes the service as EU-hosted, GDPR-compliant, encrypted, and secure, with data deleted within 30 days. A 14-day trial offers selected core modules without a credit card. The annual subscription is €1,347.00 per year; a lifetime plan is €6.735 one-time.
For and against
For
- 30-minute sales maturity assessment
- Five-year revenue-backward planning
- Conservative, realistic, and ambitious scenarios
- Weekly activity and attainment tracking
- Excel and CSV import options
Against
- No CRM connector
- No API integration
- Trial includes selected core modules
- Annual subscription costs €1,347.00
The verdict
Sales Planner brings assessment, forecasting, scenarios, and weekly execution tracking into one web product. Teams that depend on CRM synchronization will need to handle imports and exports instead.
Who it suits
Sales Planner suits software and IT sales organisations that need maturity assessment, multi-year planning, scenario modelling, and execution tracking. It is aimed at owners, managing directors, and sales leaders.
Plans and prices
Subscription
Full access · Ongoing updates · Standard support · Unlimited seats
Read 5 Oct 2026 · sales-planner.com
Trial
Selected core modules · Email support · No credit card required
Read 30 Sep 2026 · sales-planner.com
Lifetime
Lifetime access · Priority support · Future updates included
Read 30 Sep 2026 · sales-planner.com
On the record
- Data deletion
- The maker states that data is deleted within 30 days.sales-planner.com · read 30 Sep 2026
- Execution tracking
- The execution module translates annual targets into weekly sales activities and shows target versus actual progress.sales-planner.com · read 30 Sep 2026
- Forecasting
- The planning module works backwards from a year-five revenue target to calculate pipeline, win rates, and capacity needs.sales-planner.com · read 30 Sep 2026
- Hosting and privacy
- The maker describes the product as hosted in the EU and GDPR-compliant.sales-planner.com · read 30 Sep 2026
- Integrations
- Sales Planner has no CRM connector or API integration, and it can import data via Excel or CSV and export plans to Excel or PDF.sales-planner.com · read 30 Sep 2026
- Intended users
- The product targets software and IT sales organisations, including ISVs, VARs, software houses, and managed service providers.sales-planner.com · read 30 Sep 2026
- Maker
- The imprint identifies COD Consult GmbH in Würzburg, Germany, as responsible for the website and names Andreas Dorsch as managing director.sales-planner.com · read 30 Sep 2026
- Maturity assessment
- Its self-assessment covers strategy, market, sales organisation, and management, and takes about 30 minutes to complete.sales-planner.com · read 30 Sep 2026
- Purpose
- Sales Planner helps owners, managing directors, and sales leaders at IT and software companies assess sales maturity, build a five-year plan, and steer its execution.sales-planner.com · read 30 Sep 2026
- Scenario modelling
- Users can compare conservative, realistic, and ambitious scenarios and version their assumptions.sales-planner.com · read 30 Sep 2026
- Security
- The maker describes Sales Planner as encrypted and secure.sales-planner.com · read 30 Sep 2026
- Support
- The subscription includes ongoing updates and support, while the lifetime plan includes priority support and future updates.sales-planner.com · read 30 Sep 2026
- Trial limits
- The 14-day trial provides access to selected core modules and includes email support; no credit card is required.sales-planner.com · read 30 Sep 2026
