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Sales Planning

Define sales strategies with input from key stakeholders. Design sales plans that reflect your company’s unique segments, territories, and quota targets in one place.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
  • Sales Planning Setup
    Determine your company’s growth potential when you define sales strategies that include sales teams, targets, and assignments by using a single source of truth.
  • Sales Planning Basics
    Align sales goals with organizational growth with Sales Planning. A sales plan consists of a data source from Salesforce or other proprietary and third-party sources that you connect and includes a product hierarchy, goals, targets, and milestones.
  • Segmentation
    Plan for and capture your company’s unique business units and record assignments within Sales Planning. Segment by location, industry, and any demographics from your data sources so that your business units align with your business objectives.
  • Territory Planning
    Design high-performing territories that promote a fair distribution of work, eliminate gaps in coverage, and improve customer experiences with your company.
  • Quota Planning
    Motivate sellers while achieving business objectives when you create quota plans in Sales Planning. Create plans from a template, design plans from scratch, or import plans from CSV files.
  • Quota Attainment Planning
    Achieve team quota by using a strategic plan for sales managers and reps in one place. Reps identify key accounts and estimate attainment against key targets. And their managers identify the rollup values of their reps, provide guidance to the reps who need it, and drive overall attainment.
  • Legacy Sales Planning
    Determine your company’s growth potential when you define a sales strategy that includes sales teams, targets, and assignments using a single source of truth.