SAP SuccessFactors Territory and Quota features

Maximize your market potential with effective quota management and territory planning .

Optimize sales territories to maximize revenue

The territory tree feature in SAP SuccessFactors Territory and QuotaSAP Territory and Quota
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  • Explore features of the SAP SuccessFactors Territory and Quota solution to streamline and simplify financial and sales planning.

  • Design and optimize sales territory allocations and set equitable and fair quotas to maximize revenue.

Improve geospatial insight and visualization

  • Refine territory configuration with geospatial visualization of account and prospect data​.

  • Identify geographic pitfalls and support growth with strategic assignments, including role-based territory shares, overlays, and splits​.

  • Streamline territory and quota management with automated classifications and embedded workflows.

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Refine predictive quota planning and analysis

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  • Improve sales plan accuracy with dual top-down, bottom-up quota analysis that leverages real, historic, and expected performance​.

  • Validate sales quota targets using predictive analytics and empower sales managers to apply uplift.

  • Distribute quotas faster with even, weighted, historic, or opportunity share.

Discover the features of SAP SuccessFactors Territory and Quota

Territory modeling and AI optimization

Optimize territory creation using historical data, demographics, and more. Use AI and rules engines to maximize sales, balance workloads, and minimize overlap.

Sales forecasting and quota setting

Use historical data, market trends, and advanced analytics to forecast sales. Perform transparent and data-driven quota setting and support midcycle adjustments.

Visualization and mapping

Use visual mapping tools for efficient territory setup and management. Perform geospatial analysis to identify trends, coverage gaps, and untapped markets.

Analytics and reporting

Give sales managers insights into territory and quota performance using analytics to track live sales planning, monitor progress, and optimize operations.

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