Skip to main content
Guide

The Complete Sales Planning Handbook

Is your sales plan built to last, or is it already obsolete?

This handbook provides a step-by-step playbook to move from static spreadsheets to a continuous, data-informed planning process that adapts to market changes and drives revenue.

This isn't a theoretical guide, it's an actionable playbook. Inside, you'll learn how to:

  • Create multiple planning models to see what factors are impacting your sales coverage.
  • Eliminate hiring guesswork with a data-driven approach to capacity management that accurately accounts for rep ramp time and attrition.
  • Set quotas reps can actually hit by using performance and product data to assign goals correctly.
  • Design balanced and equitable territories, which can increase performance by up to 30% over spreadsheet-based methods.
  • Dramatically improve forecast accuracy and pipeline health using data-driven insights and machine learning.
  • Align incentive compensation with key sales behaviors to strategically motivate your team and drive growth.

Download the playbook to build a more agile and resilient sales plan.
 

  • Sales Planning
  • Territory Management