Create quota plans from territory hierarchy, owner, and attribute data within sales plan segments. Design territories with current Salesforce data. And distribute work fairly among sales teams that don't rely on geographic boundaries.
- Work Faster with a Modernized Territory Planning Interface
Experience a more intuitive, consistent design across Sales Planning that simplifies your daily workflows. Modernized design patterns reduce clicks for key actions, such as assigning and locking units to specific areas. Streamline your territory alignments and manage complex datasets with greater speed. - Prevent Rule Conflicts with Enhanced Segment Rule Visibility
Ensure accurate territory alignments by viewing segment criteria and inherited rules directly within the planning interface. This update surface parent segment rules and flags area-level assignment conflicts in the header, allowing you to resolve overlaps before they impact your data. - Differentiate Sales Goals with Currency and Quantity Targets
Gain flexibility in your planning process by defining whether goals are currency-based or quantity-based. Stylize targets to reflect specific metrics, such as revenue growth in your default currency or unit counts for new logos. This ensures your goals are presented clearly and accurately across all Sales Planning views. - Sales Planning Version 1 is Scheduled for Retirement
Sales Planning version 1 is scheduled for retirement in Summer ’26.