In Sales Target Planning, a sales manager set sales or contribution targets for the sales employees in the field. Since the sales manager and the sales employees use a common planning platform, the planning tasks performed by the sales manager are closely reconciled with the business planning and operational planning tasks performed by the sales employees. You can specify as many dimensions for entering planning figures (such as sales region, product group) as you need for your planning requirements. The different planners can access the same data but plan at different levels.

Value-oriented sales controlling provides information on the revenue and expenses situation and on contribution margins for each distribution channel. This information is available to each individual sales unit, and can be aggregated over all hierarchy levels right up to corporate level. This type of efficient controlling provides the means for identifying which value contribution is made to the insurance company by the distribution channels or agent categories (and with which products and customers, and in which regions). Using a balanced scorecard is an option.