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Workday Operational Planning | Sales Planning

With Workday Sales Planning, you can enjoy increased sales, improved performance, and enhanced predictability - all with ease and convenience.

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Make More Informed Decisions Faster

“The sales teams know the regions; they know the accounts; they’re the experts. Adaptive allows them to take an active role in mapping out their territories and associated quotas.”

~Senior Sales Planning Analyst – Rubrik

How Your Business Can Benefit from Workday
Sales Planning Software

  • More Effective Planning And Decision-Making
  • Improved Sales Outcomes
  • Optimize Sales Operation
  • Stay On Top Of Revenue
  • Accelerated Expense Planning
  • A Comprehensive View Of Workflows
  • Simplified Expense Forecasting
  • Streamlined Capital Planning
  • Complete Financial Statement Visibility
  • Gain More Detailed Insights
  • An Enhanced Decision-Making
  • Improved Cash Flow Forecast Accuracy

Overview of Workday Sales Planning

Gain accurate insights into functional interdependencies and improve prediction accuracy with automatic integration into company plans.

Quota Planning

Design incentive plans strategically to drive business outcomes and enhance performance. Assess their impact on productivity and control, and visualise changes in potential employee numbers in real time.

Sales Capacity and Headcount

Maximise potential with adaptive plans for scalability and availability—base assumptions on performance and market data. Discover gaps and risks with reliable tools to optimise performance.

Territory Planning

Optimise planning assumptions for quotas, seasonality, segmentation, and more. Compare versions and find the best solution. See how changes in assumptions affect sales capacity and quota coverage.

Analytics and Forecasting

Improve account allocation for better regional balance and relevance. Maximize your account environment coverage for optimal results. Optimize design balance and target area to improve website performance.

顧客

Why Choose Shearwater Taiwan

Shearwater Taiwan is an award-winning Workday Adaptive Planning solutions provider in Asia with over 14 years of experience in helping businesses enhance financial planning and analysis procedures to optimise decision-making and achieve superior business results.

Our experienced consultants have a proven track record of over 200 successful financial planning and analysis implementations, providing tailored solutions to meet clients’ specific needs and objectives.

Workday Adaptive planning Rising Star

Information

Shearwater Taiwan has grown rapidly as the leading financial digital transformation consultant in the ASEAN and Asia Pacific regions, with clients in Singapore, Malaysia, Indonesia, Thailand, Vietnam, Japan, China, Taiwan, and South Korea.

Talk to Our Workday Experts

斯沃特台灣 | 財務數位轉型諮詢

斯沃特台灣是亞洲領先的一站式財務數位化轉型諮詢公司，在實施財務自動化項目和其他幫助企業實現工作流程自動化的雲端解決方案方面擁有超過 14 年的經驗。我們是 2023 年度解決方案提供商獎 – Workday 新星合作夥伴，與該地區最大的雲端顧問團隊之一合作。 Shearwater 台灣提供一套雲端解決方案，包括雲端企業資源規劃 (ERP)、企業績效管理 (EPM)、賬戶對賬和財務結算流程自動化、公司間財務整合、整合和工作流程自動化平台。

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