Revolutionize Your Portfolio Planning and Sales Performance with KanBo – Designed for the Automotive Industry

Welcome to KanBo – the work coordination platform designed for the automotive industry.

As a leader in innovation, we understand the importance of staying ahead of the curve in the fast-moving automotive 4.0 world. That’s why we provide you with the tools to facilitate smart factory operations, streamline project management, foster collaboration, and solve complex problems.

One of our key solutions is the Controller Portfolio Planning and Sales Performance module. This module is specifically designed to help businesses in the automotive industry plan their new business volume, evaluate sales measures and promotions, and ensure new business profitability. In addition, it allows businesses to monitor and report on commission volume, portfolio planning, and sales key performance indicators (KPIs).

With our powerful simulation capabilities, you can accurately predict the development of your old portfolio, new business, and other portfolio components. We make it easy for you to break down your portfolio by financing products, lines of business, and companies, and provide ad hoc analyses of portfolio development.

Our Controller Portfolio Planning and Sales Performance module also allows you to plan and execute the pricing process for all relevant parameters. This includes volume, penetration, commission, margin, and new business RORAC (Return on Risk Adjusted Capital).

At KanBo, we understand that communication is key in the automotive industry. That’s why our platform is designed to facilitate collaboration and communication across teams and departments. With our intuitive user interface and mobile app, you can keep everyone in the loop and ensure that information is shared in real-time.

So whether you’re looking to streamline your portfolio planning processes, evaluate sales performance, or improve communication across your business, KanBo has you covered. Try out our platform today and experience the benefits for yourself.

Monday:

Start by creating a KanBo workspace for your Controller Portfolio Planning and Sales Performance. Add your team members and stakeholders to the workspace. Begin by creating a KanBan board for your portfolio planning. Define the different stages in the board like ‘Planned’, ‘In Progress’ and ‘Completed’ and add relevant cards for your planned portfolios. Assign team members responsible for each card and set timelines.

Tuesday:

Incorporate the sales performance in your workspace. Create another KanBan board focusing on Sales Performance. Define the different stages like ‘Monthly Sales’, ‘Lead Generation’, ‘Follow up’ and add relevant cards for each stage. Assign team members responsible for each card and set timelines.

Wednesday:

Collaboration is an essential aspect of any successful project. Use KanBo’s collaboration tools to brainstorm ideas and solve issues. Use KanBo’s activity streams to keep track of the progress of your team members and receive notifications when the status of a card changes.

Thursday:

Visualize your work by using KanBo’s various views like KanBan view, List View or Table View. You can switch between views to get a complete picture of the progress of your portfolio planning and sales performance.

Friday:

End the week by creating and sharing reports. Use KanBo’s dashboard feature to create custom reports and track important metrics like sales performance, project timelines, and goals reached. Share the reports with your stakeholders to keep them up-to-date with the progress of your project.

By following this process for one week, you will be able to use KanBo to plan your portfolio and track sales performance efficiently. KanBo’s collaboration tools and visualization features help you to keep track of progress, resolve issues quickly and create customized reports to share with the team.

While KanBo is often associated with its robust communication features, it is so much more than just a communication tool. It is a comprehensive work coordination platform that allows teams to work together, manage their tasks, and streamline their workflows.

KanBo is designed to help teams achieve their goals with full transparency and trust. With features like KanBan boards, Gantt charts, timelines, and activity streams, KanBo makes it easy for teams to visualize their workloads and track progress in real-time. This enables teams to work more efficiently, identify bottlenecks, and adjust their workflows as needed.

Furthermore, KanBo helps teams collaborate in a secure and organized manner. Its document management features allow teams to store and share files in one centralized location, making it easy for everyone to access the information they need. KanBo also has powerful integrations with other tools such as Microsoft Office 365, Google Suite, AWS or Salesforce, making it a powerful addition to any tech stack.

In summary, while KanBo’s communication features are powerful and useful, it is much more than just a communication tool. It is a comprehensive work coordination platform that can help teams collaborate, manage tasks, track progress, and streamline workflows.

Q&A

Q1. How does KanBo support the automotive industry?

A1. KanBo provides a work coordination platform that helps businesses in the automotive industry with smart factory operations, project management, collaboration, and problem-solving. With its powerful simulation capabilities, businesses can accurately predict portfolio development, evaluate sales measures and promotions, and monitor sales KPIs.

Q2. What collaboration tools does KanBo offer?

A2. KanBo offers a variety of collaboration tools that allow teams and departments to communicate effectively, brainstorm ideas, and solve issues. These tools include activity streams to track the progress of team members, notifications when the status of a card changes, and a dashboard feature to share customized reports with stakeholders.

Q3. Is KanBo mobile-friendly?

A3. Yes, KanBo has a mobile app that allows users to access the platform from anywhere and at any time. With its intuitive user interface and mobile app, KanBo makes it easy for users to collaborate and communicate in real-time, keeping everyone in the loop.

Use Case: Planning and Monitoring Sales KPIs in Automotive Industries

Let’s take a look at how KanBo’s Controller Portfolio Planning and Sales Performance module can help automotive industry businesses plan and monitor their sales key performance indicators (KPIs).

In close coordination with relevant areas such as Sales, Risk Management, and Treasury, and the Brand Partner, KanBo’s solution allows for the preparation and execution of the planning process for all relevant parameters such as volume, penetration, commission, margin, and new business RORAC (Return on Risk Adjusted Capital).

With KanBo, businesses can ensure new business profitability and evaluate sales measures and promotions and their impact on margin development and RORAC. The platform allows for the preparation of the MBB Pricing Committee and the planning, monitoring, and reporting of commission volume as part of the monthly closing process and the planning process.

KanBo enables portfolio planning according to IFRS as well as HGB, separated by financing products, lines of business, and companies by means of simulation of the development of the old portfolio, new business, and under consideration of other portfolio components. Monthly reporting of the portfolio broken down by financing products, lines of business, and companies is also possible with ad hoc analyses of portfolio development.

The platform facilitates the analysis and monitoring of the relevant sales KPIs such as new business volume, portfolio development, margin development, and RORAC, as well as the derivation of recommendations for action and management measures. The module allows commenting on new business development (penetration, volume, vehicle sales) passenger cars for internal reporting incl. the balanced scorecard for the MBB Board and MBM tasks in Automotive Industries.

To make things simple, KanBo empowers users with Microsoft Office skills to easily manage the Controller Portfolio Planning and Sales Performance module. The platform’s ability to integrate with Microsoft Office tools such as Excel and PowerPoint allows for easy exporting and analyzing of data, as well as the preparation of dashboards and presentations suitable for the target group.

Moreover, KanBo’s Board Chat functionality enables board members to collaborate and discuss matters that are not related to any particular card, all in one central location. The Board Chat allows for functionalities such as mentioning, likes, replying, sorting by newest post or thread, and adding rich text to messages. With Board Chat, users will never miss a conversation as it is integrated with their notifications counter.

In conclusion, KanBo’s Controller Portfolio Planning and Sales Performance module enables businesses in the automotive industry to plan and monitor their sales KPIs, ensuring new business profitability and evaluating sales measures and promotions impact. With seamless integration with Microsoft Office tools and Board Chat functionalities, KanBo makes managing and collaborating on Controller Portfolio Planning and Sales Performance effortless.