---
schema_version: "1"
id: 626c65b833dcdc12460907072505f7f1c7682e98a41b137c60c7fc88c04279d8
title: Create a Sales Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_planning_plans_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_plans_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7dc2cca17d7048a147003c9b4556cb9eacb80c157d328cae78adfb49d4ef3031
description: To get started in Sales Planning, create a plan and select a data source, then specify product hierarchy, product seasonality, goals, targets, and milestones. Share the plan with other users so your team can collaborate on the planning process.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Sales Plan

To get started in Sales Planning, create a plan and select a data source, then specify product hierarchy, product seasonality, goals, targets, and milestones. Share the plan with other users so your team can collaborate on the planning process.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d10771e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10771e70 ">To create sales plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10771e70 ">
              <p>One of these:</p>
              <ul>
                <li>Sales Planning Admin permission set</li>

                <li>Sales Planning Ops Manager permission set</li>

              </ul>
              <p>AND</p>
              <p>One of these:</p>
              <ul>
                <li>Query for Datapipelines User for Sales Planning permission set</li>

                <li>CRM Analytics Plus User permission set</li>

                <li>CRM Analytics Growth User permission set</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. Set up the plan.
    1. In Sales Planning, click **Create Plan**.
    2. Name your plan and add a description. Select the year and start month, and specify a due date.
        
        The due date that you enter becomes a milestone in the sales plan. See [Track Sales Planning Progress with Milestones](https://help.salesforce.com/s/articleView?id=sales.segmentation_milestones_add.htm&release=264.0.0&type=5 "Align teams with milestones that specify responsibilities and deadlines in Sales Planning segments. Plan owners visualize burndown charts that give insight into milestone status, expected completion dates, and upcoming and overdue tasks in each segment.").
        
        ![Sales plan details](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_plans_create_name.png)
    3. Click **Create**.
2. Associate records with the plan by selecting a data source.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png)
    
    Note Make sure that you have connected a data source in Sales Planning. See [Connect Data Sources to Sales Plans](https://help.salesforce.com/s/articleView?id=sales.data_sources_management_add_sources.htm&release=264.0.0&type=5 "Start your sales planning process with relevant data from Salesforce or from other proprietary and third-party sources that you connect to in Sales Planning.").
    
    1. On the sales plan details page, from the Manage Your Sales Plan card, click **Connect** next to the Records item.
        
        ![The Manage Your Sales Plan card on the sales plan details page, showing the option to connect records](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_plans_create_records.png)
    2. Select a data source.
3. Set up the product hierarchy and specify product seasonality. See [Set Up Product Hierarchy and Product Seasonality in Sales Planning](https://help.salesforce.com/s/articleView?id=sales.sales_planning_products.htm&release=264.0.0&type=5 "An effective sales plan depends on aligning your company’s important products with your seller strategy. In Sales Planning, set up a product hierarchy and specify seasonality for the products that your team sells. Seasonality represents the emphasis placed on a particular product during a certain time of year. For example, seasonality can increase in the last fiscal quarter. A product hierarchy also helps with Quota Planning.").
4. Identify the goals and measurable targets for each goal. See [Identify Goals and Set Targets in Sales Planning](https://help.salesforce.com/s/articleView?id=sales.sales_planning_goals_targets.htm&release=264.0.0&type=5 "Add goals to the sales plan, and specify target values for each goal. Typically, finance users set high-level guidance and then sales or sales operations personnel set specific targets for their teams.").
5. Invite other users to participate in the sales plan.
    
    Users that you add to the plan have these privileges.
    
    - Plan users also have access to every segment, regardless of their assigned permission set.
    - You can assign plan users to milestones.
    
    1. On the sales plan details page, click **Share**.
    2. Search for the users that you want to add, or copy the link to the sales plan so you can share it through other channels.
6. Add milestones to the plan. See [Track Sales Planning Progress with Milestones](https://help.salesforce.com/s/articleView?id=sales.segmentation_milestones_add.htm&release=264.0.0&type=5 "Align teams with milestones that specify responsibilities and deadlines in Sales Planning segments. Plan owners visualize burndown charts that give insight into milestone status, expected completion dates, and upcoming and overdue tasks in each segment.").

#### See Also

- [Roles, Permissions, and Allocations](https://help.salesforce.com/s/articleView?id=sales.sales_planning_setup_prepare_permission_sets_considerations.htm&release=264.0.0&type=5 "Determine each team member’s level of authority based on their roles and responsibilities. And anticipate query allocations in Sales Planning.")