---
schema_version: "1"
id: 3e306d60d93a735cd241d654e267145b9b42be744cf1361b636b14507e22a891
title: Sales Planning
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 040b091a2af6415e65d724dc914f2b5140fd51c3b3e15a057b6afc1b42484356
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

- **[Sales Planning Setup](https://help.salesforce.com/s/articleView?id=sales.sales_planning_implementation.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.sales_planning_basics.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.segmentation.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.territory_planning.htm&release=264.0.0&type=5)**  
    Design high-performing territories that promote a fair distribution of work, eliminate gaps in coverage, and improve customer experiences with your company.
- **[Quota Planning](https://help.salesforce.com/s/articleView?id=sales.quota_planning.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.quota_attainment_planning.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning.htm&release=264.0.0&type=5)**  
    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.