Sales Planning Practices

3 March 2022


Sales organizations employ planning in a variety of ways. This research surveys our membership on these wide-ranging practices in order to determine the current “state of sales planning.” In addition to describing the current practice, the research will clarify levels of planning effectiveness as currently practiced, determine a set of improvement priorities associated with sales planning, catalog emerging trends, and identify best practice approaches that define high-performing organizations.

Resources available on this research

Research First Look

Listen as we discuss our first look at recently concluded research. This webcast features initial research findings, expert commentary, and an interactive Q&A session with attendees.

Full Research Report

A comprehensive report of findings including executive summary, management recommendations, and detailed analysis.

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