Support Questions:

• How do I delete Actions & Opportunities?

In Development:

I am actively developing and improving this App based on user requests combined with my own product roadmap. If you think of a feature that you would like to see added to a future release please send me a note and  if possible I will include it in a future release. Features that are currently in development include:

• File sharing via iTunes – Available in v2.1!
• Sales Funnel Report
• Sales Targets
• BUG: Automatically refresh Dashboard when clients or opportunities are deleted.
• Integration with Calendar

Overview

Sales Planner makes sales forecasting easier and helps you to focus on the actions that need to be done in order to achieve your numbers.

After downloading the App, you can customise it in order to reflect your business needs. Create custom look-up lists for Regions and Sectors. Most importantly create a custom sales process with stages that reflect the way you do business. The App will use the Region setting from your iPhone in order to display dates and currencies correctly for your part of the world.

Sales Planner supports two separate forecasts: Sales Forecast & Invoice Forecast. You can choose to use either or both of these. Opportunities are allocated to the appropriate forecast depending upon it’s current sales stage and how that particular stage has been assigned within your Custom Sales Process.

Each opportunity is given a confidence %. The dials on the dashboard indicate the average confidence across all opportunities that fall within your forecast date range.

Opportunities can have actions allocated to them. The Actions indicator on the dashboard shows actions that are associated with opportunities in your current forecast. This is designed to keep focus on tasks which need to be completed in order to hit your sales forecast.

Details of opportunities within your forecast can viewed on your iPhone or exported as a CSV file and emailed. This file can then be used within EXCEL or imported into a CRM application.

Features

• Integration with Address Book
• Ability to store notes for an opportunity
• Dual Forecasts: Sales & Invoice.
• Fully customisable to match your business process
• Works worldwide
• Export your forecast in CSV format for further processing or inclusion in a CRM system.

Available Settings

• Currency / date formats based on the Regions settings of your device. This is accessed through the Apple provided “Configuration” App
• Custom Regions list
• Custom Sectors list
• Custom Sales process
• Separate date ranges for Sales and Invoice forecasts

If you would like to suggest a new feature please email features@aspireassociates.co.uk

If you have a technical support requirement or other question please email support@aspireassociates.co.uk