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Sales Plan for Microsoft Dynamics 365 Business Central connects sales goals, quotas, lead generation, pipeline forecasting and performance reporting in one coordinated planning process.
Plan with clarity. Track performance. Act before gaps become missed targets.
Inside Business Central
Screenshots from a Business Central demo company. Select an image to open it at full size.
One connected planning hub
Bring the essential parts of sales planning together. Give leaders a clear view of where the business is going and give sales teams a practical path to get there.
Translate company objectives into sales targets for business units, territories, teams and individual salespeople.
Organize customers and prospects into meaningful groups, and focus sales effort on the opportunities with the greatest potential.
Capture leads from different sources, assess their fit and help the right salesperson follow up on time.
Understand which deals can deliver the plan, what is at risk and where the pipeline needs attention.
Compare approved targets with posted results and current forecasts, with a path from summary numbers to source records.
Turn plan reviews into practical tasks with owners, due dates and follow-up actions.
Align commercial ambitions with profitable sales by monitoring planned and realized margin.
Keep the planning process transparent with version control, approval steps and a traceable history of changes.
Evaluate alternative assumptions without overwriting the approved plan or changing posted transactions.
Plan with confidence
Build a sales plan around your organization's structure, then distribute targets to the people responsible for delivering them. Use one planning framework to review progress by period, salesperson, team, territory, customer segment or product group.
A connected sales workflow
Coordinate the steps across planning, sales activity and financial outcomes, while maintaining a clear record of ownership and progress.
Define goals, periods, assumptions and target allocation rules.
Segment accounts and prospects by fit, potential, territory and priority.
Capture leads, schedule actions and advance opportunities through sales stages.
Review pipeline, open orders, scenarios and gaps against the approved plan.
Compare the plan with posted sales, margin and conversion performance.
Performance that tells a story
Go beyond a single revenue number. Analyze the indicators that explain progress, reveal risk and help managers decide where to focus next.
Designed for Business Central
Sales Plan is designed to complement Business Central rather than create a parallel sales or accounting system.
Use customer and contact information as the foundation for account planning, segmentation and lead conversion.
Link commercial pipeline and campaign activity to sales targets, source attribution and conversion analysis.
Connect qualified opportunities with standard sales documents while avoiding duplicate pipeline value.
Calculate actual performance from posted transactions using finance-approved mapping and reconciliation rules.
Analyze performance across relevant business dimensions and provide drill-down to supporting records.
Support defined interfaces for approved lead sources, reporting tools and external CRM or marketing systems.
Integration availability depends on the Business Central environment, selected modules, licensing, configuration and any external connector required. The sales planning forecast is intended for commercial targets and opportunity pipeline; it is not a replacement for Business Central's inventory demand forecasting.
Frequently asked questions
Sales Plan is a planning and execution layer that connects sales targets, quotas, leads, opportunities, commercial forecasts and performance reporting with Business Central's operational and financial data.
No. Sales Plan reuses standard Business Central capabilities wherever practical, including customers, contacts, opportunities, campaigns, sales documents, dimensions and posted sales records. The extension adds planning controls, target allocation, connected forecast views and sales-specific analysis.
Yes. Targets can be allocated across company, business unit, territory, team and salesperson, with period-based quotas and configurable planning dimensions. The exact hierarchy is set up during implementation.
KPIs include quota attainment, plan-versus-actual revenue, gross profit, pipeline coverage, forecast accuracy, lead conversion, win/loss rates, new-customer acquisition and activity completion, each with defined calculation and inclusion rules.
Sales Plan can connect to external systems through defined APIs and connectors. Availability depends on the target system, data ownership, authentication, mapping and connector implementation. External integrations are not assumed to be enabled automatically.
Actuals come from posted Business Central transactions under a finance-approved mapping, with consistent date and currency policies, reconciliation controls and drill-down to source records. Open quotes and orders are forecast inputs rather than posted actual sales.
Define the targets that matter, connect them with day-to-day sales activity and make performance easier to review inside your Business Central environment.