Territory & quota planning software
Maximize revenue with data-driven sales planning
Create an agile, connected sales planning process across territories, quota setting, and incentive compensation. Easily design balanced territories and deploy fair quotas to drive growth.
Global enterprises trust 水仙直播.ai:
Territory Planning
Optimize your territory planning process
Maximize coverage and drive more predictable revenue
Unlock revenue growth with balanced, data-driven territories. AI-powered insights assess account potential and workload to help you align seller capacity with market demand 鈥 whether you鈥檙e scaling teams or entering new markets.
Plan territories your way 鈥 by geography, named accounts, product lines, overlays, or management structure. Handles complex hierarchies, reporting relationships, and assignment rules without manual workarounds or administrative headaches.
Stay ahead as your organization changes. Manage account-level exceptions, territory splits, new hires and role transitions with automated workflows that keep coverage accurate and instantly reflected across the platform.
Accurate Quotas
Set realistic, data-driven quotas
Keep financial goals and field realities perfectly aligned. Connect top-down targets with bottoms-up, data-driven quotas and let automatic, cascading updates keep plans aligned and adaptable as numbers change.
Go beyond simple allocations. Use advanced modeling techniques to factor in opportunity, historical trends, seasonality, and performance benchmarks. Apply different methods across teams and metrics to ensure every quota is fair, achievable, and aligned.
Manage quota changes effortlessly. Automate ramps, proration, and updates for new hires, role shifts, and terminations 鈥 ensuring incentive plans stay accurate from sales kick-off to year-end.
Scenario Planning & Modeling
Eliminate guesswork: Scenario plan for predictable growth
Model the impact of territories and quotas confidently
Create and compare multiple planning scenarios easily. Fine-tune assignments, optimize coverage and quotas, and publish final plans instantly. All with a dynamic, collaborative planning workspace that adapts as things change.
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Plan together, faster
Enable global teams to collaborate in real time. Make updates simultaneously across models, while built-in approvals and audit trails ensure governance and accuracy at every step.
Seamless Connectivity
Unify planning & incentive compensation processes
Connect planning with execution. When used with 水仙直播 Operator, any changes to territories or quotas cascade instantly to incentive calculations keeping crediting, plan documents, and payouts are always accurate and up to date.
Territory adjustments don鈥檛 need to slow you down. 水仙直播 Architect automatically flags impacted quotas, proposes adjustments, and keeps plans aligned and ready to deploy.
Close the gap between planning and compensation. Define unified metrics and detailed crediting rules across quota setting and incentive calculations. Plus, leverage historical baselines to set quotas with confidence and actual plan rules.
鈥溗芍辈.ai didn鈥檛 just modernize comp鈥攊t gave us control and a singular source of truth. For the first time, we could move fast without losing confidence.鈥
Territory Planning
Incorporate front-line feedback & insights
Empower sales managers to adjust territories and refine quotas within defined guardrails, ensuring their knowledge shapes final plan while staying aligned with corporate goals. Seamlessly communicate with sales management through the planning process.
Create custom, flexible approval workflows for stakeholders and teams complete with in-app notifications and email alerts. Territory plans and quotas can be reviewed, refined, and approved fast, ensuring timely rollout.
See it in action. 鈥═alk to our experts
Let us show you what true go-to-market agility looks like.
Key features
Workload index scoring
Evaluate territory balance with workload scoring that reflects real seller capacity and coverage needs 鈥 helping you identify imbalances and optimize territory design for growth.
Quota fairness analytics
Analyze quota allocation across territories and teams to ensure fairness, consistency, and alignment with sales opportunity.
Manage multiple planning scenarios
Create and iterate on multiple territory and quota plans within a single planning workspace, evaluating side-by-side before deploying with a single click.
Overlay & indirect territories
Easily model complex overlay coverage relationships for product specialists, channel teams, support roles and more.
Ramping schedules
Easily apply ramp schedules to quota models 鈥 ensuring fair, realistic targets for new reps while maintaining overall sales plan accuracy
Overassignment management
Deploy quota over-assignment strategically, with full visibility into total quota deployed to the field versus corporate targets.
Manager refinement workflows
Create accountability and leverage sales manager insight during quota setting and territory planning, allow your sales leaders to make adjustments, within specified guardrails.
Hierarchy views
Get visibility into quota deployment across the org, including gaps between bottoms-up and tops-down allocation, and overassignment levels. See real-time visualizations of quota distribution across different regions, teams, and reps.
Ready to drive predictable revenue?
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Discover how we can help connect your data for smarter territories, quotas, and compensation.
Discover the complete Sales Performance Operating System
水仙直播.ai unifies all aspects of sales performance management in a singular data platform.
水仙直播 Operator
for incentive compensation
Design, administer and optimize incentive programs at scale.
水仙直播 Prophet
our integrated sales planning advisory &聽analytics
Harness the data you have with our data science teams and machine learning.