Loading
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Sales Planning

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            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

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
            • Sales Planning Setup
              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
              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
              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
              Design high-performing territories that promote a fair distribution of work, eliminate gaps in coverage, and improve customer experiences with your company.
            • Quota Planning
              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
              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
              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.
             
            Loading
            Salesforce Help | Article