The Imperative for Sales Planning

Historically, sales planning has been a once-a-year exercise done manually using spreadsheets,  lacking any ability to track assumptions or the success of the plan once done.

However, without these critical and ongoing insights, organizations can’t make necessary adjustments to course correct capacity, quotas, territories and incentives. Businesses end up paying the price with unachievable targets, resulting in not hitting targets or paying a higher amount of sales incentives due to bad target setting. 

In the following guide, Ventana Research discusses the relevancy of sales planning, including: 

1. The impact of sales planning to overall sales performance management 
2. Creating a collaborative approach to sales planning with finance and executive teams
3. Mapping out instrumental steps to effective sales planning