Set Your Sales Team Up for Success: Strategy and Capacity Planning Toolkit for Sales Leader

Sales leaders have an enormous responsibility to keep their sales team productive and motivated while simultaneously hitting revenue goals. The best way to keep this balance is through strategy and capacity planning.

Strategy and capacity planning allows you to evaluate your sales team’s performance. By analyzing historical data, you’ll be able to set realistic business goals and align the business on what it needs to do and by when to reach goals (i.e., headcount, training, etc.).

Without a clear understanding of what’s happening in your sales organization before committing to goals and targets, you increase the risk of misinterpretation, miscommunication, and costly errors resulting from broken processes and staffing issues.

We put together this toolkit to help you set your business up for success in 2023 and beyond. In this resource, you’ll find formulas, spreadsheets, and best practices to ease the planning process and help achieve your team’s revenue targets.

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