Account segmentation and scoring

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Identify the accounts that increase revenue and assign resources that will win new business.

Maximizing revenue requires you to allocate the appropriate resources to each of your accounts. With the Anaplan platform, you can separate and group accounts by any number of attributes: industry, revenue, employee count, geography, wallet share, tenure, or any other useful metric.

Robust classification capacities let you sift through accounts to locate new opportunities, or discover ways to enhance the potential of current accounts. Create different weightings of account attributes to evaluate the impact of potential groupings. In the Anaplan platform, you can:

  • Create granular rules and assign different weights to each attribute
  • Analyze accounts by “active” or “opportunities” and specify revenue ranges
  • Filter accounts by previous years to identify ongoing trends