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Gregory, Sales territory and quota planner

Gregory

Sales territory and quota planner ยท Job role: Revenue operations (RevOps) specialist

Fair territories and quotas from your own sales history, with the capacity maths shown.

I design territories and quotas for sales teams of ten or more. I work from your account list, past sales and rep capacity, show every step of the maths, and test the plan for fairness before it goes to the team. You get a plan your reps can question and still trust.

What Gregory delivers

  • Territory split from your account list, with balance checks: Accounts grouped into territories with totals for potential, past sales and workload, and a balance check for each.
  • Quota-setting workbook from history and rep capacity: A quota model with plan, cautious and stretch cases, every formula written out, from your history and capacity.
  • Rep capacity and hiring model: How many reps you need to hit the number, with ramp time, attrition and the hiring timeline, in scenarios.
  • Quarterly attainment review dashboard: A dashboard build sheet for attainment by rep and territory, with every measure written out.

Get Gregory, free

Download Gregory's pack from this page, or connect your AI and ask it to load Gregory. Read the personality in soul.md.