In development · pilot conversations open

Turn annual targets into a shared plan.

Commercial Planner is being developed for automotive OEMs, regional teams, and dealer groups that plan across multiple markets. It brings actuals, forecasts, dealer input, and approvals into one traceable workflow.

Commercial Planner / Planning cycleConcept preview
Sample dealer planMarket A · Dealer 01
ActualsReview source
ForecastSet baseline
Next yearAgree target
Draft → Dealer input → Review → ApprovedRevision history retained

Illustrative workflow only. Sample labels and bars do not show a live customer plan or committed product interface.

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.

Proposed workflow

One cycle, from evidence to approved targets.

The current development work is centred on four connected steps. Pilot scope and integrations would be agreed with each organisation.

STEP 01

Establish the baseline

Bring relevant historical actuals and the current-year cutoff into the planning cycle.

STEP 02

Prepare the forecast

Make assumptions and forecast periods visible before setting the following year's targets.

STEP 03

Work with each dealer

Collect proposals and discussion in a plan scoped to the responsible dealer and market team.

STEP 04

Review and close

Record revisions, approvals, and the final target so the agreed plan is easy to revisit.

Private pilot

Shape the workflow around a real planning cycle.

Commercial Planner is under active development. We are speaking with automotive teams about a limited pilot to validate the planning process, roles, source data, and decision points before wider availability.

  • Who it is forOEM commercial leaders, market managers, and dealer groups managing annual targets across a network.
  • What we would assessYour current planning cycle, KPI definitions, source data, handoffs, and approval process.
  • What a pilot meansA scoped conversation and validation plan. Availability, integrations, and timing are confirmed case by case.