Business Plan

In the Partner Portal you can create a business plan in collaboration with your Partner Account Manager (PAM). This allows you to set business, turnover, and sales targets in a standardised way. This article explains how to create a business plan.

Create and submit a business plan

1. Log in to the Partner Portal with your credentials.

2. Click Projects & Sales > Business plans in the left-hand navigation.

3. Click Create business plan.

4. Complete the individual sections of the business plan. It is automatically saved temporarily. You can interrupt the creation at any time and continue at another time.

5. Click Check and send to send the business plan to IONOS CLOUD for review.

Result: The business plan is submitted to IONOS CLOUD for review. You will be notified as soon as the review is complete. This can take up to a few days.

Note:

• You can only have one business plan at a time. To create a new business plan, you must delete the old business plan. You can only create one business plan per calendar year.
• Once you have submitted the business plan, you cannot make any changes yourself. You can also no longer change old business plans. Changes can only be made via your PAM.

Related topics

• Sales Projects
• Market Development Funds
• Create Customers