Sales Quota Workbook
Not having the right number of salespeople hired, trained, and productive is a surefire way to miss your sales plan. Experienced sales and finance leaders build quota capacity plans that align with their bookings plans. They then track quota achievement over time to inform executive and board-level decisions regarding hiring, firing, forecasting, and fundraising.
Use this workbook template to:
Build a sales quota capacity plan that supports a bookings plan
Track team quota capacity and achievement by sales rep over time
Generate a summary report for operational reviews and board meetings
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Last updated: 05-10-2023