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Guide
10 Steps to Effective Sales & Compensation Planning
Last updated 
March 12, 2025
10 Steps to Effective Sales & Compensation Planning
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When approached thoughtfully, effective and timely sales and compensation planning can be a powerful lever for Go-to-Market (GTM) teams.

A reliable sales and comp plan needs alignment across a few important models: seller capacity and capabilities, territory assignments, rep quotas, and incentive compensation. When these plans and models are in unison, reps are empowered to reach their goals — a win-win for the company and individual reps on your GTM team. Download this guide for a step-by-step process on how deal with common challenges and create a flexible, fast, effective, and collaborative sales plan.

Key highlights in the guide:

  • How to prep the strategy and align with stakeholders
  • When to kick off each planning phase and who to involve at every step
  • How to overcome the most common planning challenges

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