Sales Planning Without the Guesswork
Avoid misaligned territories, over/under quotas, and resource imbalances. Everstage Planning gives Operations teams a scalable, no-code solution for managing territories, quotas, and capacity to adapt faster, and drive better outcomes.
Quota Assignment & Management
Distribute fair, data-driven quotas with automated rollouts and real-time adjustments.
Simplified Data Management
Pull in siloed data from your CRM, HRIS, invoicing systems, ERP, and data warehouses with native integrations and APIs. Everstage ensures a centralized, real-time view of your data for effortless sales planning. Clean, organize, and standardize data within the platform to eliminate manual work and errors.
Annual Quota and Overassignments
Set annual quotas that align with your company goals using flexible quota structures. Support built-in overassignments to push performance targets beyond 100%. Plan for stretch goals while preserving fairness and transparency across teams and roles.
Quota Breakdown & Rollouts
Distribute quotas at every level—by segment, region, or time period. Roll down quotas from leadership-defined targets or roll up based on individual rep potential. Automate quota assignments with pre-defined logic, ensuring a structured and efficient process that reduces administrative overhead.
Capacity Planning
Forecast headcount needs with precision.
Headcount vs. Target Reconciliation
Visualize the gap between current capacity and assigned targets. Identify whether teams are overstaffed, understaffed, or well-balanced before execution begins.
Hiring Plan Modeling
Based on the visualization of current capacity, model future hiring needs to close coverage gaps and meet revenue targets. Understand how each new hire impacts plan execution across regions and roles.
Workload & Ramp-Based Forecasting
Allocate quotas based on rep seniority, ramp profiles, and current capacity. Compare assigned quotas vs. expected attainment and adjust based on real-time insights.
Scenario Modeling
Simulate, compare, and refine multiple planning scenarios to drive smarter decisions.
Scenario Building
Test different territory and quota structures by creating multiple planning scenarios. Understand the impact of changes before execution. Simulate potential outcomes based on historical performance and market conditions to make informed, data-backed decisions.
Iterations with Data-Driven Insights
Once finalized, automatically push quotas to every payee for transparent and seamless execution. Eliminate manual data entry errors and ensure sales teams always have access to up-to-date quota allocations.
Quota Flow Automation
Once finalized, automatically push quotas to every payee for transparent and seamless execution. Eliminate manual data entry errors and ensure sales teams always have access to up-to-date quota allocations.
Territory Planning
Build balanced, optimized territories with intelligent territory creation and mapping.
Segmentation & Hierarchy Setup
Define and structure territories based on geography, industry, customer segment, or other custom parameters. Maintain a clear hierarchy to reflect organizational structures and sales motions. Ensure fairness and balance in coverage while avoiding territory overlaps or conflicts.
Territory Optimization & Assignment
Seamlessly map accounts to territories with intelligent recommendations. Optimize coverage by splitting or merging territories based on revenue potential, rep capacity, and business goals. Easily adjust for changes in market dynamics, team expansions, and strategic shifts—all without disrupting workflows.
Smart Rep-to-Territory Assignments
Match reps to territories based on role, ramp stage, and performance potential. Ensure optimal coverage and reduce mismatches that lead to inefficiencies or missed targets.
