Quota Setting & Territory Planning

Learn how to size sales opportunity by account, segment and territory, then design territories that balance workload, customer coverage and travel. You’ll compare top-down, bottom-up and hybrid approaches to setting quotas, and learn how to allocate targets so they add up across the organisation. The final lesson looks at managing changes during the year, including territory moves, leavers and mid-year quota relief
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Course content

7 sections | 24 lessons