Global Territory Planning and Quota Setting in Anaplan

A lack of defined global territory planning and quota setting processes resulted in delayed operational readiness, missed goal sheets, payout adjustments, and increased manual interventions.

The worldwide sales teams used multiple Excel-based territory and quota blueprints to create a territory plan for their geographies, which led to multiple cycles of revisions, coverage gaps, and difficult to maintain assignments during HR-drive events.

Citrix’s territory and construction, assignment, and optimization processes were redesigned for consistency worldwide, while increasing usability and functionality. Citrix’s sales management gained the ability to construct territories, assign and move accounts and representatives to territories, enable name account planning, identify coverage scenario value across territories and accounts, and identify territory changes.

When it comes to insights, Citrix is able to define monthly values of annual quotas based on employee ramping and market seasonality, define data guard rails and limits, measure affordability and profitability metrics for effective quota setting, optimize territories for equitable account assignments and more informed decisions, and quota assignment approval workflow across sales organization.

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Anaplan was chosen to streamline the Citrix Sales Strategy and Operations teams’ sales planning and operations cycles. The developed models needed to support 340 sales management Anaplan users and 10 super users (using Anaplan Model Builder licenses) within Sales Operations. The primary objectives for the Citrix Anaplan Territory & Quota Management Implementation Project was to improve territory viability and quota accuracy, faster delivery of goal sheet, reduce territory update processing times, improve field sales management user experience and expand overlay mapping options to include specific named account mappings.

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