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Adaptive Insights LLC.

Getting Started with Sales Planning

Navigate to Sales Planning

Log in to Adaptive Insights. For more information, see Log In and Change Your Home Page.

Swap From Finance to Sales Planning

If your company has a financial planning instance and a sales planning instance, you can swap between instances.

Select your company name and choose the sales planning instance.

Instance Menu

Sales Planning Dashboard

To get to your sales planning dashboard, navigate to Dashboards. This opens the perspective overview.

The dashboards and perspectives you see in Dashboards model your company's specific sales workflow and operations. The following is an example dashboard:

Adaptive Insights for Sales Home

Typically, this perspective overview contains at least two perspectives: one for 1 Capacity and Quota Planning, and another for 2 Territory Planning. The 3 version selector lets you know which planning scenario you are viewing and lets you quickly create new planning scenarios

Additional perspectives might be visible depending on your organization's planning needs and how your sales processes have been modeled.

Select on a perspective to begin planning.

Begin Planning

A summary of your other dashboards could be the first tab, to quickly point out the key metrics and data from the other dashboards for your plan. Usually, the planning process starts with capacity and quota planning based on top-down targets from your CFO or finance department.  The process continues with territory planning as you generate staffing plans and assign sales representatives to their territories. Each dashboard tab helps you complete a portion of your planning process. You visit each tab, analyze your existing data, make adjustments to individual sheets and charts and analyze how those changes tweak the results across your dashboards.

Sales Planning - Capacity and Quota Planning Summary

For more on Adaptive Insights for Sales, see:

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