---
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title: What’s 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_welcome_what_is_sales_planning.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_planning_welcome_what_is_sales_planning.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d7b762b41ddbc3808573cb6ab77cfcb18d662a17e58fd4c1e93ec6b17a7f851f
description: Align sales teams with leadership targets using Sales Planning as your single source of truth. Give stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# What’s Sales Planning?

Align sales teams with leadership targets using Sales Planning as your single source of truth. Give stakeholders a workspace for creating, collaborating on, and activating sales plans that give your company a competitive advantage.

### 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>

## Challenges of Typical Sales Planning Efforts

Creating and maintaining sales plans presents lots of challenges, especially when you’re planning in multiple systems. Here’s how.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:17.152658662092623%">
          <col style="width:82.84734133790738%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24641e66">The Problem</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24641e68">Challenges That Come with It</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="The Problem" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e66 ">Siloed efforts</td>
            <td data-label="Challenges That Come with It" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e68 ">
              <ul>
                <li>Requires specialists for each system involved in your
                  planning efforts</li>
                <li>Disparate teams, sources, and applications</li>
                <li>Lack of stakeholder input</li>
                <li>Permissions management among all systems</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="The Problem" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e66 ">Inefficient</td>
            <td data-label="Challenges That Come with It" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e68 ">
              <ul>
                <li>Complicated implementations</li>
                <li>Unknown risks whenever adjusting sales plans</li>
                <li>Errors during import and export processes</li>
                <li>A missing single source of truth</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="The Problem" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e66 ">Inaccurate and expensive </td>
            <td data-label="Challenges That Come with It" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e68 ">
              <ul>
                <li>Difficulties planning for the long term</li>
                <li>Immeasurable performance that prevents you from identifying
                  potential improvements</li>
                <li>Inability to respond quickly to changing market
                  conditions</li>
              </ul>
            </td>
          </tr>
        </tbody>
      </table>

## How Sales Planning from Salesforce Helps

Meet and exceed your targets using Sales Planning.

![Sales Planning home page](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.png)

Here’s how.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:17.152658662092623%">
          <col style="width:82.84734133790738%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24641e124">Sales Planning Solution</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d24641e126">Benefits That Come with Sales Planning</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Sales Planning Solution" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e124 ">Centralization of plans and cost reductions</td>
            <td data-label="Benefits That Come with Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e126 ">
              <ul>
                <li>Requires fewer specialists for a centralized system</li>
                <li>Tracked updates to and performance of sales plans</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Sales Planning Solution" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e124 ">Flexibility</td>
            <td data-label="Benefits That Come with Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e126 ">
              <ul>
                <li>Support for multiple business units with differing
                  complexities</li>
                <li>Ability to tailor top-down and bottom-up methodologies to
                  your planning processes</li>
                <li>Templates that start you off quickly</li>
                <li>Data export to and data import from CSV files</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Sales Planning Solution" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e124 ">Continuous planning</td>
            <td data-label="Benefits That Come with Sales Planning" class="slds-cell-wrap" style="vertical-align:top;" headers="d24641e126 ">
              <ul>
                <li>Access to historical and forecast data that influences
                  iterative planning decisions</li>
                <li>Deployment of sales plans</li>
              </ul>
            </td>
          </tr>
        </tbody>
      </table>