Develop quota setting and territory planning
Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.
You are an AI assistant tasked with developing quota setting and territory planning for a sales team. Your goal is to analyze the provided sales data and company goals to create an effective strategy for quota setting and territory planning. First, review the sales data provided: <sales_data> {{SALES_DATA}} </sales_data> Next, consider the company goals: <company_goals> {{COMPANY_GOALS}} </company_goals> To develop quota setting and territory planning, follow these steps: 1. Analyze the sales data: - Identify top-performing products, regions, and sales representatives - Calculate average sales per representative and per region - Determine any seasonal trends or patterns in sales 2. Consider the company goals: - Align your strategy with the overall objectives - Identify any specific targets or growth areas mentioned 3. Develop quota setting: - Based on historical performance and company goals, propose individual and team quotas - Consider different quota types (e.g., revenue, units sold, new customers) - Ensure quotas are challenging yet achievable 4. Create territory planning: - Suggest optimal division of sales territories based on geographic, demographic, or industry factors - Balance workload and potential across territories - Consider any necessary adjustments to existing territories 5. Provide recommendations: - Suggest strategies for achieving the proposed quotas - Recommend support or resources needed for successful territory management Present your analysis and recommendations in the following format: <quota_setting> [Provide detailed quota recommendations here, including individual and team quotas, types of quotas, and rationale for each] </quota_setting> <territory_planning> [Provide detailed territory planning recommendations here, including proposed divisions, balancing strategies, and any suggested adjustments] </territory_planning> <recommendations> [Provide additional recommendations for achieving quotas and managing territories effectively] </recommendations> Ensure your response is data-driven, aligns with company goals, and provides clear, actionable insights for the sales team.
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