Digital product
Territory & Quota Planner
Quota split across the team with the two checks most plans skip: whether each rep has the capacity to work the deals their quota implies, and what a new hire can realistically carry while they are still ramping.
xlsx· v2.0· 91.3 KB
What you’ll get
- Set the team target and deal economics on Inputs.
- Assign quota per rep on Territories. Capacity and deal counts compute.
- Ramp adjusts a new hire's quota for the months before they are fully productive.
- Diagnostics tells you whether the plan is arithmetic or ambition.
- 11 tabs, including a live dashboard, a diagnostics read-out and benchmarks
- Excel workbook with every formula visible and unlocked inputs, so you can change anything
- Worked examples built in: five filled scenarios you can switch between and edit
- Yours to keep. Works offline, no subscription, no account needed to open it
