QUOTA PLANNING SOFTWARE

Drive sales with data-driven quota planning

Empower your sales team with quota planning that improves resource allocation, enhances forecasting and ensures more accurate target achievement.

Sales quota management software from Workday Adaptive Planning. Annual Bookings Plan dashboard for quota assumptions.
Sales quota management software from Workday Adaptive Planning. Annual Bookings Plan dashboard for quota assumptions.

WHAT YOU CAN DO

Achieve your quotas with fewer surprises

Increase productivity, reduce attrition and optimise attainment through better sales quota planning.

KEY CAPABILITIES
  • Top-down sales target setting
  • Bottom-up quota planning
  • Quota setting by roles and segments
  • Opportunity-based quota setting
  • Quota planning, management and over-assignment
Demand and supply planning dashboard in Workday Adaptive Planning software, showing numerical values and charts for product forecast.

Drive better performance and retention

Set quotas that work for you and your business

Leverage the right metrics and methodology to ensure equitable quota assignments.

Ground your quotas in data

Ensure adequate quota coverage across your organisation and see plan changes in real time. Set realistic quotas based on available sales opportunities.

Mitigate attrition and reward high performers

Data-driven, optimised quotas result in an ideal distribution of attainment across your sales organisation, reducing attrition and rewarding performance.

Adjust plans as goals and assumptions change

See the impact of quota assumptions right away and plan across multiple scenarios. When goals or assumptions change, you can easily run a new plan.

"We might change a growth percentage or a number of headcount, and Workday Adaptive Planning allows us to do that quickly, see the results and have a business conversation."

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Align, adapt and execute with seamless quota planning

Create integrated targets that align sales and finance

Seamlessly align sales and finance to intuitively cascade corporate targets throughout your sales hierarchy. Then easily roll up your quota deployment plan.

Enable intuitive, demystified quota setting

Ensure higher productivity and lower attrition with equitable, challenging and achievable quotas – adjusting roles, segments and geographies as needed.

Execute agile, adaptable quotas

A unified system for quota planning gives you greater visibility into assignments so you can revise and adjust as needed – all without sacrificing governance and security.

Try Workday Adaptive Planning

Experience how continuous planning works