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Quota planning and management software
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.
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.
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.
“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.
Key challenges and how Anaplan solves them
Common Challenges
Anaplan Capabilites
Skepticism about quota fairness due to lack of transparency during target-setting process
Use top-down and bottom-up methodologies while leveraging predictive insights to generate intelligent, attainable quota allocations
Quotas based on historic data that does not reflect the current market results in suboptimal goal-setting
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
Difficulty maintaining alignment between targets, fluctuating headcount, and shifting commercial goals
Quickly adjust quota plans across multiple dimensions and cascade them through the sales organization to align with new business priorities
Lost sales productivity due to slow quota-setting process
Maintain maximum sales productivity through automated analysis and easy rollouts of quota adjustments
Designing quota plans that account for changing sales teams and rapidly evolving market conditions
Create quota plans that dynamically adjust to a changing workforce, easily accounting for new hires, promotions, ramp times, transfers, and more
