Integrated Sales Planning with Qlik and Data+

leitart Qlik Sales Planning Sales Planning

Sales Management

Manage your sales planning with Qlik & Dataplus – integrated, data-driven, and collaborative. By connecting CRM, ERP, and market data, you can maintain an overview at all times, implement clear analyses with Qlik, and enable direct input, adjustments, and coordination with Dataplus – all in one platform.

Supply Chain Monitoring

Use Case I

THE CHALLENGE

≈

Revenue Forecasting

10+

Sales team

Are your planning processes complex? Does data integration from legacy systems feel like a nightmare? And despite efforts, does it often end up being handled through Excel?

The solution

Automated
Overview

Leitart Use case Sales management and budget planning in Qlik

Planning functions in a Qlik app with the dataplus extension Write-back function

Always up to date

Leitart Sales Management in Qlik with dataplus

Qlik Sales Planning with Leitart and dataplus writeback extension

THE SOLUTION

1 view

all relevant
informationen

24 h

up-to-date information

Enter the realm of efficient planning with Qlik & Data+. Our solution simplifies the integration of your legacy systems (ERP, CRM, HR, etc.), enabling seamless operations without lengthy preparation cycles for planning runs. Data security is ensured down to the record level, with automatic tracking of all user activities via a changelog, allowing traceability of every change down to individual values.

The result

THE
RESULT

100%

Real-time visibility

Data+ Suite

Experience real-time visibility into all planning activities, eliminating the need for cumbersome consolidation efforts. Whether it's sales forecasting, liquidity planning, cost center allocations, or workforce planning, we support a range of planning processes, empowering your team to make informed decisions swiftly and confidently.

Sounds good?

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CONTACT

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Whether standardized processes or individual challenges - our dedicated team is at your side with the know-how to quickly adapt to new situations and deploy your resources correctly.