Pre-Built
Models
Fast
Deployment
IBM PA
Native
PROFITCY® FOR SALES & MARKETING
IBM Planning Analytics for Sales & Marketing Teams
Revenue planning, quota setting, and marketing investment planning — ProfitCy® connects sales and marketing plans directly to the financial model.
- Territory and quota planning with attainment tracking
- Marketing mix and campaign ROI modeling
- Pipeline-to-revenue forecasting with CRM integration
- Promotional effectiveness and attribution analysis
DEMAND FUNNEL — Q3
MQLs
4,820
SQLs
1,265
Opps
418
Won
94
MQL → Won
1.95%
Closed Revenue
$8.2M
TOP CAMPAIGNS — ROI
Account-Based Q3
8.4x
$185K spend · $1.55M attributed
Webinar Series
5.2x
$92K spend · $478K attributed
Paid Search
3.1x
$210K spend · $651K attributed
Trade Shows
1.2x
$340K spend · review needed
📊
AI Attribution
INSIGHT
Shift $120K from Trade Shows → ABM. Projected impact: +$840K pipeline.
● Pipeline Synced
BUILT FOR YOUR TEAM
Planning Models Designed Around How Your Team Works
ProfitCy® models are pre-configured with the metrics, workflows, and integrations each team needs from day one.
📊
Team-Specific Models
Planning models pre-configured with the metrics, hierarchies, and workflows your team uses.
🔗
Cross-Functional Links
Bi-directional links to finance, operations, and other team plans — no more reconciliation.
📱
Self-Service Planning
Intuitive interfaces enabling team members to plan and analyze without IT help.
✅
Approval Workflows
Built-in planning cycles with review, approve, lock, and reforecast workflows.
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Team Dashboards
Role-based dashboards showing the metrics that matter most to your team.
🤖
AI Insights
AI-powered anomaly detection and forecast assistance built into every model.
READY TO GET STARTED
See ProfitCy® Built for Your Team
Book a personalized demo tailored to your team’s planning challenges.