dlea.io-Your Sales Plan Brought to Life.
Turn static quota models into a dynamic, execution-ready system. Track progress, detect drift, and adapt in real time — all in one place. Live performance. Real-time visibility. Insight to Action AI.
The Sales Planner turned our revenue targets into a living, trackable system.
"Before dlea.io, we set quotas and hoped for the best. Now, we can actually see how every rep, team, and stage is pacing against plan — in real time. The moment something starts slipping, we know why and what to do. It’s taken the guesswork out of execution."
— Jordan, VP of Sales
B2B SaaS | 80 Reps | Salesforce + Gong
Product Overview
Sales Planning Built for Revenue Execution
Most sales plans live in spreadsheets — disconnected from rep activity, hard to manage, and impossible to track in real time. The dlea.io Sales Planner replaces static models with a dynamic, integrated planning system that connects your revenue targets directly to execution. You can build quota-backed plans by team, region, or segment, and monitor performance live as deals move through the funnel. No more guessing, no more lag — just a clear, real-time view of whether your plan is working.
The Sales Planner integrates natively with Salesforce, HubSpot, and Gong, syncing attainment, stage movement, and rep activity into a single live execution view. Instead of waiting for weekly dashboards or pulling reports manually, Sales Leaders and RevOps teams can see exactly how plans are pacing — and get alerted when something slips. Whether it’s a rep falling behind, a stage under-converting, or a forecast delta emerging, the system surfaces the issue in real time through dlea.io’s AI Console.
With PRE agents (Pattern Recognition Engine) running in the background, the Sales Planner constantly analyzes over 150 sales signals to detect execution drift early. These signals include deal velocity, stage conversion trends, rep activity patterns, and forecast deviation. When an issue is detected, dlea.io doesn’t just show you the data — it tells you what’s happening, why it’s happening, and what to do next. It’s a live, intelligent planning system that closes the loop between strategy and frontline execution.
What makes dlea.io different is that it doesn’t stop at visibility. When performance slips, you can act — right inside the platform. Whether it’s adjusting quotas, reallocating resources, drilling into rep trends, or exporting SCORM-compliant content to your LMS for training, the Sales Planner empowers you to not just observe execution — but actively manage and improve it. It turns revenue planning into a continuous, responsive process that evolves with your business.
Key Capabilities:
Assign and validate quotas by rep, team, or territory.
Track attainment and pacing in real time via CRM sync
Visualize stage-by-stage conversion across plans
Detect forecast variance before it hits your number
Surface execution gaps instantly through PRE-powered alerts
Align strategy to execution — without spreadsheets
How It Works
Step 1: Create and Configure Your Sales Plan
Start by defining the structure of your plan inside dlea.io. You’ll set your overall revenue target and break it down by:
Team, region, segment, or role
Individual rep quotas
Timeframes (monthly, quarterly, annually)
Custom sales stages that reflect your funnel (e.g., Discovery → Proposal → Closed Won)
You can also define stage conversion benchmarks and pacing expectations based on historical data or top-performer patterns. The result: a fully structured, forecast-ready plan that maps your targets to how you sell.
Step 2: Integrate with CRM and Sales Tools
Once your plan is configured, connect dlea.io to your CRM (Salesforce or HubSpot), Gong, and other integrated tools. The Sales Planner will automatically pull in:
Open and closed opportunities
Deal stage histories and timestamps
Rep activity metrics (calls, meetings, emails from Gong or Apollo.io)
Historical pipeline and win/loss data
This ensures your plan is grounded in real pipeline data, not assumptions — and it sets the foundation for real-time tracking.
Step 3: Monitor Quota Attainment and Conversion in Real Time
With your plan and integrations in place, the Sales Planner begins live monitoring. It automatically calculates:
% quota attainment by rep, team, or plan
Stage-to-stage conversion rates over time
Deal velocity and days-in-stage metrics
Forecast delta: are you on pace to hit target?
Each plan is scored based on pacing thresholds and marked Green, Yellow, or Red to indicate health. Managers can drill into plans, reps, or segments to see what’s contributing to success — or breakdowns.
Step 4: Detect Drift and Surface Risks Automatically
As execution data flows in, dlea.io’s PRE (Pattern Recognition Engine) agents analyze 150+ behavioral and performance signals. When a rep’s activity drops, a stage conversion dips, or a forecast deviates from plan, the system fires a real-time alert via the AI Console.
These alerts give you:
The what (e.g., “Mid-market plan is pacing 12% below target”)
The why (e.g., “Stage 2→3 conversion dropped 24% in the last 2 weeks”)
The next step (e.g., “Drill into rep trends” or “Export SCORM lesson to LMS”)
Step 5: Iterate and Adjust With Confidence
Plans don’t stay static — and with dlea.io, they don’t have to. Based on what the system detects, you can:
Reassign quota or redistribute targets mid-cycle
Clone or version plans for testing
Adjust stage benchmarks based on conversion trendlines
Export SCORM-compliant content from alert insights to train managers or reps
The Sales Planner becomes a live operating system for sales execution — giving leaders a closed-loop system to adapt and win in real time.
Integrations
Knowledge Base. Call Recorder. CRM
Call Recorder
(Gong & Apollo.io)
The Sales Planner integrates directly with Gong and Apollo.io to bring conversation intelligence into the core of your revenue plan. Rather than treating rep activity as a side metric, dlea.io pulls in real conversation data — including calls, meetings, emails, and talk-to-listen ratios — to give you a real-time picture of how execution is playing out at the rep level.
This activity data feeds directly into dlea.io’s Pattern Recognition Engine (PRE), which continuously monitors over 150 behavioral and performance signals. For example, when a rep’s meeting count drops, or their call quality metrics change, the system links that shift to your sales plan and triggers alerts — especially if it correlates with declining stage conversion or forecast variance. You don’t just see that a plan is slipping — you see which rep’s behavior is causing it, and when it started.
These insights help Sales Managers and VPs of Sales shift from post-mortem coaching to proactive performance management. Instead of waiting for deals to fall through, you can intervene early — before rep behavior turns into missed targets. Call recording integrations make the Sales Planner not just a forecasting tool, but a real-time performance radar that keeps you ahead of execution risk.
Knowledge Base
(Confluence & Dropbox)
While most planning tools stop at reporting, dlea.io connects insight to action by integrating with your content repositories — including Dropbox and Confluence. When the Sales Planner detects a performance issue, you can tie it directly to relevant enablement content, playbooks, or training materials already stored in your knowledge base.
This means that when a plan drifts or a stage underperforms, dlea.io can surface contextual documents — like objection handling guides, persona-based messaging, or onboarding content — and associate them with that exact issue. As a Sales Leader or Enablement Manager, you no longer have to search across platforms for what might help; dlea.io intelligently recommends content based on the root cause.
Additionally, you can export that content into SCORM 1.2 or 2004 packages, making it fully compatible with your existing LMS. Even though dlea.io’s full LMS module is coming in a future release, this export bridge allows you to deliver targeted, plan-linked training using your current tech stack. It’s a smart, actionable way to operationalize enablement — turning plan drift into training precision.
CRM
(Salesforce & Hubspot)
The Sales Planner’s integration with Salesforce and HubSpot forms the backbone of your execution visibility. It automatically pulls in opportunities, deal stages, rep assignments, and historical performance data — ensuring your sales plan is always grounded in reality, not just assumptions or spreadsheets.
With this real-time CRM data, dlea.io calculates quota attainment, stage-to-stage conversion rates, and forecast delta continuously. Each sales plan is tagged with a health status (Green / Yellow / Red), and you can drill into specific segments, teams, or reps to understand what’s driving success — or slippage. These insights update automatically as pipeline data changes, so your sales leaders are never operating off old numbers.
The CRM integration also powers PRE agent alerts, surfacing issues like stuck deals, slow velocity, or pacing gaps. When pipeline performance dips, you get an alert tied to a specific plan and rep, with root cause context — not just a red flag. This transforms your CRM from a data graveyard into a live execution engine, directly connected to the revenue plan you're accountable for delivering.
Why the dlea.io Sales Planner Is Unlike Anything Else on the Market Today.
Most sales planning tools are just dressed-up spreadsheets — static models that require manual updates and tell you what happened after it’s too late to act. Others offer pipeline dashboards without connecting directly to the plan itself. dlea.io flips the script by making your sales plan live, dynamic, and deeply connected to day-to-day execution. It doesn’t just track goals — it watches for plan drift in real time, diagnoses the root causes, and alerts you before revenue goes off course.
What makes dlea.io truly unique is its Pattern Recognition Engine (PRE). While competitors rely on time-delayed reports and surface-level metrics, dlea.io continuously analyzes over 150 signals across your CRM, call recording tools, and sales activity data to detect early signs of execution risk. Combine that with smart quota tracking, stage conversion analytics, and AI-driven alerts — and you’ve got a system that not only sees when a plan is failing, but tells you why and what to do about it. This is not just a better planner. It’s the first revenue planning system built for operators, not analysts.
Sales Planner FAQs
How is the dlea.io Sales Planner different from using spreadsheets or CRM dashboards?
Spreadsheets and CRM dashboards are reactive — they show you what’s already happened, often days or weeks after it matters. The dlea.io Sales Planner is proactive. It connects directly to your CRM, call tools, and knowledge base to monitor live performance, detect drift, and alert you in real time when something breaks down. Instead of building a static plan and hoping it works, you get a living, breathing system that continuously monitors execution and guides adjustments before revenue goes off course.
What integrations are supported, and how do they power the Sales Planner?
dlea.io integrates natively with Salesforce, HubSpot, Gong, Apollo.io, Dropbox, and Confluence. These integrations pull in real-time data — like open pipeline, stage history, call activity, rep behavior, and training materials — to power quota tracking, stage conversion analysis, and performance alerting. This means your sales plan isn’t based on assumptions — it’s fully grounded in the actual behavior of your team and deals.
What happens if my sales plan starts to fall off track?
That’s exactly where dlea.io stands apart. If your plan begins to drift — whether due to missed quotas, stalled deals, or poor stage conversions — our AI Console alerts you in real time. These alerts are powered by our Pattern Recognition Engine (PRE), which continuously analyzes your CRM and activity data to identify early signs of trouble. You’ll get clear, actionable insights so you can address issues before they impact revenue — without waiting for end-of-quarter surprises.
Join Our Pilot Program
Be among the first to bring live, execution-aware sales planning to your revenue team. We’ll reach out with next steps.