SALES PLANNING SOFTWARE

Winning sales strategies, better performance.

Winning sales strategies start with Workday Adaptive Planning. Plan territories, set quotas, and deploy sales resources in real time—so you can capture every market opportunity.

Workday Adaptive Planning Sales Planning dashboard showing Annual Bookings Plan data tables including Net Product Revenue, Year over Year Growth, and more.
Workday Adaptive Planning Sales Planning dashboard showing Annual Bookings Plan data tables including Net Product Revenue, Year over Year Growth, and more.

The world’s leading organizations move forever forward with Workday. All Customer Stories

Workday Adaptive Planning Sales Planning dashboard showing Sales Territory Management segmentation.

WHAT SETS US APART

Give your team the power to win.

Plan with agility and confidence.

Quickly spin up models to distribute quotas, design territories, and plan headcount to align sales resources to revenue targets.

From instincts to insights.

When your planning assumptions are rooted in data, it’s easier to identify trends and variances and make better decisions.

Planning that’s both scalable and robust.

With a robust, scalable sales planning process, you can adjust your plans on the fly. Our flexible planning platform can handle the needs and complexities of your business.

From time-consuming to time saved.

Automate complex, time-consuming tasks and seamlessly import and incorporate CRM and customer enrichment data, so you can streamline complex planning processes.

Get everyone on the same page.

Improve cross-functional alignment by aligning sales plans to finance and HR. How? With a unified data core and the same set of planning assumptions.

WHAT YOU CAN DO

Quota planning.

Match sales goals with available market opportunities to ensure equitable assignments that boost productivity.

Territory planning.

Create targeted, manageable territories that help your teams do their best work. Segment your business to optimally execute your go-to-market strategy.

Sales capacity and headcount.

Improve sales performance with sales capacity and headcount modeling that incorporates ramp, attainment, and more.

Analytics and forecasting.

Forecast demand across customers and geographies; blend forecast data with pipeline analytics and funnel metrics—all in one platform.

“We know confidently that our sales team is going to go into a year with a number and a plan that’s going to make them successful.”

''

Plan faster—and outpace change.

Only a true cloud planning platform such as Workday Adaptive Planning delivers the speed and agility to keep up with the pace of change.

  • Total scalability
  • Flexibility to pivot
  • Easy to use

  • Rapid time-to-value
  • Integrates with any ERP/GL or other data sources

  • Powered by next-gen AI Workday Illuminate™

WHO SUCCEEDS WITH US

Our customers have the best stories.

Try Workday Adaptive Planning.

Experience how continuous planning works.