Sales Plan Report


To view real time performance of your joint sales initiatives, you can run a Sales Plan Report in WorkSpan. 

Sales Plan Report allows you and your partners to see data and performance on one or more fields of your sales plan, for example, to get a dashboard view of the number of sales plans, plans by industry, plans by region, etc. 

You can also report across opportunities that are linked to the selected sales plans or solutions. With this report, you can analyze and aggregate the pipeline data, get a view of open pipeline and closed deals. You can group and chart by any attribute on the opportunity such as by partner, by region, industry, or products.

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