Anaplan for Sales Quota Planning

Read paper

With Anaplan for sales quota management, sales leaders can plan and design quota assignments to optimize results.

Align quota assignments with revenue targets and be data-driven—design quota assignments based on historical performance, market opportunity, and account segmentation. Manage complexity and change with ease with an intuitive experience that engages all the right people in the process.

Anaplan image

Why Anaplan Quota Planning software?

Enable collaborative sales management

By enabling collaboration and quota management between sales leaders and sales teams, you can deploy sales quotas that map to historical sales performance, market opportunity, and account segmentations.

Gain functional alignment

Gain alignment between sales and finance with top-down revenue expectations and bottom-up quota targets, making any necessary adjustments throughout the year in real-time.

Anaplan image

Manage quotas proactively

Monitor sales quota attainment across the sales organization at any level of granularity. Configure visual alerts with specific thresholds (e.g. over/ under-assigned sales quotas, quota attainment risks). Continuously align and adjust sales quotas targets with revenue plan to ensure that the numbers reconcile.

Integrate for an end-to-end solution for sales

Integrate with Anaplan’s Account Segmentation to leverage account segments and scoring when defining, optimizing, and communicating sales territories and quotas. Enable downstream integration with Anaplan’s Sales Capacity and Sales Incentive Compensation Management for a comprehensive end-to-end solution.

Anaplan image

“What-if” scenario modeling and analysis

Create in-memory “what-if” scenarios and modeling to analyze the potential impact to the sales forecast of any change in your quota plan. Prepare for challenges that you could encounter in your upcoming deal cycles.

Analyze quotas with data visualizations

Built-in dashboards, reporting, and analytics with data visualization (charts, graphs, maps, etc.). Dashboards and reports are updated immediately. Analyze quota attainment levels and other sales performance metrics to make better decisions with AI driven actionable insights.

Anaplan image

Key challenges and how Anaplan solves them

  • Common Challenges

    mountain

    Low trust in quotas due to lack of transparency during target setting processes

    mountain

    Lack of growth from deal size increases or decreases in deal size YOY

    mountain

    Inability to align targets and personnel to initiatives in order to achieve overall targets

    mountain

    Loss of sales productivity due to delays in quota setting

  • Anaplan Capabilites

    solution web

    Enable the alignment of initiatives and quotas to drive higher Account Executive performance

    solution web

    Accurately score territories so AEs can focus on the correct opportunities

    solution web

    Allow for alignment of strategic targets, sales capacity, territories, and quotas in order to drive target achievement

    solution web

    Maximize sales productivity across the business by setting and clearly communicating quota assignments earlier