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Process of Planning Sales and Budgeting

Insurance sales-planning includes sales planning for the year, quarter, or another period. It also includes managing sales plans, for example, managing sales budgets, managing sales forecasts, and territories.

To plan sales and budgeting, perform the following tasks:

  1. Perform the sales planning for the year, quarter, or another period, see Business Planning.
  2. Manage the sales budgets and quota, see Forecasts.
  3. Manage the sales forecasts, see Forecasts.
  4. Manage the territories, see Territory Management.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.