You can’t blame your sales people for wanting a fair and equitable sales territory or asking you to justify how you set their sales quotas. Using Anaplan, you can optimize sales territories and align your quota plan with your revenue plan based on data-driven insights of the potential market.

Apply data-driven sales capacity planning to intelligently determine rep capacity.
Implement top-down goal setting, cascading down to account and product level.
Execute advanced analytics to set your sales plan at the rep level, in addition to the account and product levels.
Review regional performance and track whether teams are on target to reach their numbers.

Information

Business function

Sales: Territory and Quota Planning

Industry

All industries

Size

525 MB

Language

English

Stats

Modules

72

Roles

2

Formulas

474

Reports

9

Complexity

Master

Why Anaplan for Territory and Quota Planning?

Assign sales territories to ensure complete coverage with effective dating. Easily realign or temporarily assign sales territories while maintaining historical sales performance.

Get a handle around the complexity associated with sales territory hierarchies and the related coverage model, such as the movement of sales people, product hierarchies, sales overlays, and key account assignments.

By enabling collaboration and quota management between sales leaders and sales teams, you can deploy sales quotas that map to historical sales performance, market opportunity, and account segmentations.

Gain alignment between Sales and Finance with top-down revenue expectations and bottom-up quota targets, making any necessary adjustments throughout the year in real time.