Anybody have or use a territory plan template. I have been using one for years but want to see what you guys may be using.
ounceoz
Territory Plan Templates?
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Yeah let me clean it up and I will post. Basically add your quota, opps closing, pipeline, and gap needed for new pipe etc. Essentially "hey this is how I plan to hit my number this year" OUr fiscal year begins in July which is weird so in the middle of planning for next year
@ounceoz Can you send me the territory plan you have?
Can you also share yours? I’d be keen to see what you’re referring to exactly 😊
Same here. I’m curious what you mean by this.
^
I'd also like to take a look at this.
Eh we just use SFDC and it's...I mean it's ok.
Would love to see it
would love to see any of these territory plan templates if anybody is open to sharing. I'm currently at a new startup, starting everything from scratch, we had some good templates at previus companies to help tier out accounts / per vertical and outline key contacts/ leads but I can't seem to get a hold of it. Anything would help!
9 comments