Sales planning – which includes capacity, territories, and quotas – isn’t a one-and-done task. You need to regularly review and adjust your plans to keep up with changing goals and market conditions.

This handy checklist will guide you through the essential steps of capacity planning, territory adjustments, and quota setting to build a sales plan that meets your team’s goals.

Download the full annual sales planning checklist to learn how to:

• Review your current team’s capacity and capability to plan for new headcount
• Ensure fair and manageable territories to maximize performance
• Create realistic sales quotas that align with your organizational goals