Workday Adaptive Planning for sales

Increase sales performance and optimize your go-to-market strategy

High-performance sales planning for fast-moving sales teams

Graphic Icon alt text

Sales capacity and headcount

  • Rep headcount and attrition planning
  • Sales expense and compensation planning
  • Productivity, seasonality, coverage, rep tenure
Graphic Icon atl text

Territory and quota

  • Sales territory scoring, design, and management
  • Geo-based and explicit account assignments
  • Bookings targets and deployed sales rep quotas
Graphic Icon atl text

Sales analysis and forecasting

  • Monitoring and visualization of sales metrics
  • Sales forecasting and pipeline management
  • Real-time what-if scenario planning

Improve sales productivity and predictability with real-time scenario planning

Improve sales performance with sales capacity and quota models designed to run real-time what-if scenarios around ramping, staffing, and attainment. Construct balanced territories to optimally deploy your sales force. Link your sales plan to your corporate strategy through synchronizing bookings targets, headcount plans, and expense data. Import actuals from your CRM system, such as Salesforce, to course-correct based on actual performance.

Plan sales territories with confidence

Establish sales targets with ease

Setting sales targets often begins with a top-down allocation of corporate goals. Intuitively set targets across time, region, product, and other market segments that are relevant to your company's go-to-market strategy. Distribute sales targets throughout your sales organization and ensure complete coverage against your corporate plan.

Set sales goals that work

Staff and ramp sales teams for success

Build detailed bottom-up sales staffing plans to model planned rep hires, ramping schedules, and attrition. Run what-if scenarios in real time via a flexible, intuitive dashboard interface. Analyze coverage and gaps to plan. Add headcount, push out hire dates, change ramping assumptions, plan for attrition, and see impacts to sales capacity in real time.

Create an optimal sales capacity plan

Transform planning chaos into beautiful order with Workday Adaptive Planning for sales.

See a Demo Now

Get quotas just right

Set sales quotas too high and you risk demotivating reps. Too low, and you might not get the growth you need. Don't get stuck sending quota letters for a plan that won't work. Use flexible templates to input and manage quotas by rep or by role. Visually monitor coverage in real time to ensure enough quota has been deployed to hit your sales targets. Track performance by rep to see forward assumptions in the context of historical actuals from your CRM system.

Set quotas based on insight, not instinct

Balance and assign territories faster

Optimize territories to ensure every rep can support his or her quota, and ensure that quotas are in line with available market opportunity. Import TAM, lead, opportunity, and customer data sets from CRM and marketing automation systems. Segment and score your market by geography, company size, vertical, and product attributes. Assign territories to reps via named accounts or by geography/segment, and then analyze and optimize for balance.

Design successful territories to unleash sales performance

A key reason we adopted Adaptive for sales planning was to build confidence in the sales organization. The sales teams know the regions; they know the accounts; they’re the experts. Adaptive allows them to take an active role in mapping out their territories and associated quotas.

David Lee - Senior Sales Planning Analyst - Rubrik

Read the Case Study

Link your sales plan with your corporate plan to improve efficiency and productivity.

We'll Show You How

See how customers are driving sales success with Workday Adaptive Planning for sales.

Winshuttle Customer Testimonial
Acquia Customer Testimonial