Daily work · Autessa CRM
My Business Plan
My Business Plan gives every rep in Autessa CRM a page for the quarter: the number (quota, closed won, attainment, pace, still needed and coverage), private thinking only they can see, a plan shared with their manager, how they are working, and a conversation thread for 1:1s, with an AI coach to think it through.
The problem
Quarterly plans live in slide decks nobody reopens
Reps write a plan in week one and forget it by week three. Putting the plan next to live numbers from the pipeline, and next to the 1:1 conversation, keeps it in use all quarter.
What you get
- The number: quota, closed and won, % attained and pace, still needed, and coverage (open pipeline divided by still needed).
- Open pipeline by close month, with No close date.
- My thinking: private rich-text notes for you only.
- The plan: shared with your manager when you choose (Share with manager / Make private).
- How I’m working: deals with a next step, next steps overdue, meetings conducted, notes per open deal.
- The conversation: comments with your manager.
- Managers set the quota and can switch between their reps’ plans.
How it works
How does my business plan work in Autessa CRM?
- 1
See the number
Quota, attainment and coverage from your live pipeline.
- 2
Think it through
Private notes, or the AI coach.
- 3
Write the plan
Share it with your manager when it is ready.
- 4
Talk about it
Use The conversation in your 1:1s.
Every option
Plan sections
| Option | What it does |
|---|---|
| The number | Quota, closed · N won, % attained · pace, still needed, coverage. |
| My thinking | Private to you in the app. |
| The plan | Shared with your manager or not shared yet. |
| How I’m working | Four activity measures for the quarter. |
| The conversation | Comments with your manager. |
| Whose plan | Managers pick a rep. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Write their own thinking and plan, share it, comment. |
| Sales Manager | Set quotas, read shared plans, comment. |
| Administrator | Everything a manager can. |
AI assist
How AI helps here
Think it through opens the business plan coach, a chat that sees only the numbers on the page (and your private notes if you include them), uses win and loss history by competitor, and can draft The plan text for you to edit.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about my business plan
What is My Business Plan?
A quarterly page per rep with quota and coverage, private notes, a plan shared with their manager, activity measures and a 1:1 conversation thread.
Can my manager see my private notes?
No. My thinking is kept to you in the app. Only The plan is shared, and only when you share it.
What does the AI coach see?
The numbers on the page, and your private notes only if you choose to include them.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours