What is automotive commercial planning software?
It helps OEM and dealer teams turn historical results, forecasts, and business KPIs into agreed annual targets, then follow performance against the plan.
Commercial Planner · Available to scope
Automotive commercial planning across every dealer.
Commercial Planner brings commercial teams and dealerships into one governed workspace to build, review, approve, and track data-driven business plans across the GCC.
The planning gap
When the plan lives in many places, agreement takes longer.
Regional commercial planning often moves between spreadsheets, historical reports, dealer submissions, and email approvals. The result is a difficult path from last year's performance to a target everyone can explain.
01 / Baseline
Actuals and assumptions drift apart
Teams need to see which period the figures cover and how the current-year forecast informs next year's plan.
02 / Collaboration
Dealer input loses context
A proposed target needs its owner, discussion, and rationale alongside the number itself.
03 / Governance
Approvals are hard to trace
Multiple versions make it difficult to identify the agreed target and how the decision changed over time.
Platform capabilities
From historical data to agreed targets and performance.
Work from a consistent historical baseline, guide every dealership through the same planning cycle, and keep progress, decisions, approvals, and results visible in one place.
01 / Planning cycles
Structured annual cycles and dealer plans
Set the planning year, actuals cutoff, deadlines, and a guided plan workflow for every participating dealership.
02 / KPI foundation
Historical performance and future targets
Organise KPIs by business area, review annual or monthly actuals, compare forecasts, and establish targets using a consistent baseline.
03 / Collaboration
Commercial and dealership plan development
Commercial Managers, Market Managers, and dealerships propose targets, discuss changes, record the rationale, and work toward an agreed plan.
04 / Governance
Defined review, approval, and closure
Move each plan through preparation, dealership input, management review, approval, and closure with status and decision history retained.
05 / Visibility
Progress and performance dashboards
Monitor plan status, outstanding actions, completion progress, KPI movements, and performance trends across the network.
06 / Reporting
Cross-cycle reports and structured exports
Review dealership performance across planning cycles, generate the agreed plan PDF, and export structured reports for further analysis.
07 / Access
Secure role-based workspaces
Give each user the information, dealerships, plan stages, and actions relevant to their assigned responsibilities.
08 / Administration
Flexible platform administration
Manage users, roles, dealerships, business areas, KPIs, data sources, and supporting planning options from one controlled workspace.
Build the baseline from the data you already use.
Choose the right source for each historical KPI while keeping the planning cycle and dealer scope clear.
01 / BI platform
Tableau imports
Map KPI values from Tableau worksheets and bring them into dealer-level historical reporting.
02 / Files
Excel and CSV uploads
Upload annual or monthly historical figures using dealer-scoped templates, with a preview before import.
03 / Formulas
Calculated KPIs
Derive measures from other KPI values using configurable formulas instead of maintaining another source file.
How it works
One cycle, from evidence to agreement and results.
Commercial Planner connects historical data, commercial preparation, dealership input, management approval, and retained plan history in one governed process.
STEP 01
Establish the baseline
Bring relevant historical actuals and the current-year cutoff into the planning cycle.
STEP 02
Prepare dealership plans
Commercial teams use the baseline and forecast to prepare business-area KPIs and proposed targets for each dealership.
STEP 03
Collaborate and review
Dealerships provide input while managers discuss changes, revise targets, and retain a clear history of decisions and handoffs.
STEP 04
Approve, retain, and track
Management approves and closes the plan, retains the agreed direction, exports the record, and follows results as KPI data refreshes.
See the platform
Is your network planning next year's targets in spreadsheets?
Tell us how many markets and dealerships you plan for, which roles participate, which KPIs matter, and where review or approval slows down. We can walk you through Commercial Planner around your planning cycle.
- Designed forCommercial Managers, Market Managers, OEM leaders, administrators, and dealership teams managing annual targets across a network.
- Planning questions to shareYour planning cycle, KPI definitions, source data, handoffs, and approval process.
- Data and outputsTableau imports, Excel or CSV historical data, calculated KPIs, final plan PDFs, and structured reporting exports can support the planning cycle.
Frequently asked questions
About Commercial Planner
Who is Commercial Planner designed for?
It is for OEM commercial leaders, regional or market managers, and dealer groups coordinating targets across multiple locations.
Can each dealer have its own targets?
Yes. Each participating dealer has a separate plan within an annual cycle, with its own proposals, review status, and target history.
How does Commercial Planner get historical KPI data?
Use Tableau worksheet imports, upload annual or monthly Excel and CSV files, or calculate KPIs from other measures. The right mix depends on how your network manages each source.
How are dealer negotiations recorded?
Dealer and manager discussions sit alongside the plan. Proposed values, revision reasons, actors, and handoffs remain in the plan history, and the final agreed targets can be generated as a PDF.
How is the next year's plan tracked?
As configured KPI sources synchronize new results, teams can compare actual performance with the agreed annual targets and review progress by dealer.
What can users see in the platform?
Role-based workspaces limit information and actions to the user's responsibilities and assigned dealerships. Dashboards surface plan status, outstanding actions, completion progress, and performance trends.
What can administrators configure?
Administrators can manage users, roles, dealerships, business areas, KPIs, data sources, and the supporting options used across planning cycles.