Quota planning and management software

Get a demo

Use predictive insights to design data-driven quota plans that motivate sellers and align to overall corporate goals.

Build quotas using a broad set of data, including account size and potential, individual seller history, pipeline needs, commercial goals, and more. Manage complex quota plans with ease while more efficiently driving revenue.

Anaplan image

Why Anaplan quota planning software?

Enable collaborative sales management

Engage sales executives, managers, operations, and other stakeholders in the quota design process, providing a single source of data for top-down or bottom-up planning.

Gain functional alignment

Take revenue goals generated by finance and cascade them across territories, segments, product lines, and business units. Match revenue expectations with quota targets to drive alignment across teams and departments.

Anaplan image

Manage quotas proactively

Dynamically roll up or drill down into quota data to gain detailed insight into goal attainment and sales performance in real-time, at any level of granularity. Easily adjust quotas during unexpected market shifts or changes in corporate objectives.

Integrate for an end-to-end sales solution

Integrate your quota planning and management with account segmentation and scoring, territory planning, and sales capacity planning within Anaplan, and create a holistic view of your go-to-market strategy.

Anaplan image

“What-if” scenario modeling and analysis

Model different quota planning scenarios—such as changing market trends or business objectives—to see how they impact sales. Better capitalize on emerging opportunities and anticipate market fluctuations through continuous optimization.

Analyze quotas with data visualizations

Create customized dashboards to monitor real-time analytics and reporting in various formats (charts, graphs, maps, and more), so key insights are always at your fingertips. Analyze quota attainment levels, territory coverage, and other sales performance indicators to make better decisions and quickly adjust plans.

Anaplan image

Key challenges and how Anaplan solves them

  • Common challenges

    mountain

    Skepticism about quota fairness due to lack of transparency during target-setting process

    mountain

    Quotas based on historic data that does not reflect the current market results in suboptimal goal-setting

    mountain

    Difficulty maintaining alignment between targets, fluctuating headcount, and shifting commercial goals

    mountain

    Lost sales productivity due to slow quota-setting process

    mountain

    Designing quota plans that account for changing sales teams and rapidly evolving market conditions

  • Anaplan capabilites

    solution web

    Use top-down and bottom-up methodologies while leveraging predictive insights to generate intelligent, attainable quota allocations

    solution web

    Using real-time predictive data to set quota allocations enables businesses to maximize deal size and volume, optimize for changes to the product mix, and quickly adjust to pursue new opportunities

    solution web

    Quickly adjust quota plans across multiple dimensions and cascade them through the sales organization to align with new business priorities

    solution web

    Maintain maximum sales productivity through automated analysis and easy rollouts of quota adjustments

    solution web

    Create quota plans that dynamically adjust to a changing workforce, easily accounting for new hires, promotions, ramp times, transfers, and more