Everstage Planning

Everstage Planning is a no-code, enterprise-grade platform designed to streamline sales territory, quota, and capacity planning. Built for revenue and operations teams, it enables data-driven decision-making, scenario modeling, and real-time quota management. The platform eliminates manual processes, aligns resources with revenue goals, and ensures scalable, transparent planning across the organization.

Features

• Territory planning with segmentation and hierarchy setup
• Quota assignment and management with automated rollouts
• Capacity planning and headcount forecasting
• Scenario modeling for quota, hiring, and territory changes
• Real-time quota flow automation
• Workload and ramp-based forecasting
• Visualizations for headcount vs. target reconciliation
• Native integrations with CRM, HRIS, ERP, and data warehouses
• Clean and standardized data management

Capabilities

• Automates quota distribution using top-down or bottom-up logic
• Simulates multiple planning scenarios to test outcomes before execution
• Models hiring plans based on current capacity and revenue targets
• Allocates quotas based on rep seniority, ramp profiles, and performance
• Enables dynamic adjustments to quotas and territories mid-cycle
• Centralizes planning data for unified visibility and control
• Supports overassignments and stretch goals for performance optimization
• Pushes finalized quotas directly to payees for seamless execution

Benefits

• Reduces planning errors and manual data entry
• Enhances agility in adapting to market or organizational changes
• Improves quota fairness and transparency across teams
• Aligns headcount and territory coverage with revenue goals
• Accelerates planning cycles and reduces administrative overhead
• Increases confidence in sales forecasts and hiring decisions
• Strengthens collaboration between RevOps, Finance, and Sales
• Drives predictable revenue outcomes through smarter planning