QUOTA PLANNING SOFTWARE

Sales quota planning and management software for a changing world.

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 optimize 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

More attainment. Less pain.

Dashboard of Quota Management with Workday Adaptive Planning software, showing numerical values and charts for summary of Annual Bookings

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 organization and see plan changes in real time. Set realistic quotas based on available sales opportunities.

Mitigate attrition and reward high performers.

Data-driven, optimized quotas result in an ideal distribution of attainment across your sales organization, 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.”

Get quotas just right.

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.

See how continuous planning works.