The Ultimate Sales Planning Toolkit

Before you sit down to do your annual planning, use these templates to gather this historic data so you can model your numbers for the future and plan this year’s goals around solid data.

In our experience, most sales leaders send up managing “in the now” rather than thinking about the future. They’re so focused on the sales numbers that are coming in today that they’re not able to course correct for the future.

When you take time at the beginning of the fiscal year to truly understand your historic sales metrics, you’ll be able to set up a system to manage in the future, rather than being stuck in the now.

What’s included:

  1. Pipeline Calculator: Stop guessing how many deals your reps need to meet quota. Use this quick calculator to determine the amount of pipeline they need to beat their target.
  2. Leading Indicator Tool: Can’t determine which leading indicators you should really track? Use this simple yet powerful tool to determine which leading indicators are best for you to track your team.
  3. Leaky Pipeline Calculator: Need to figure out where deals are getting stuck? Use this framework to quantitatively determine where your leaky pipe is.

With these templates, you will be able to:

  • Calculate the pipeline coverage you’ll need to have a safe quarter or year 
  • Identify which activities are highly predictive of deals going through various stages
  • Determine at which stage deals are getting stuck – and rectify systematic and individual seller issues 

Get Your Sales Planning Toolkit is the only conversational AI assistant for sales leaders to get the complete revenue picture and help build a salesforce that scales.