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Use Case

Sales & GTM Capacity planning in Pigment

Get a clear view of your sales capacity to allocate and optimize resources intelligently.
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Capacity planning as we know it is broken

Effective sales capacity planning is essential for organizational success. Without it, you risk ending up with unoptimized resources and ineffective workforce utilization. There are three main reasons this happens.
Lack of reliable data, resulting in assumption-driven plans
The implicit complex nature of the process
Lack of alignment between sales, HR and finance teams, resulting in siloed workflows, with each team testing different hypothesis in different spreadsheets or point solutions

Understand exactly where resource is required

Watch the 2 minute demo below to see how to manage Sales Capacity Planning in Pigment.
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Integrate business data in seconds

Connect your use cases in real time with up-to-date financial and HR data and align your sales capacity model with revenue goals. Adjust your hiring plan to account for the impact of ramp-up and attrition.
merge

Simplify sales capacity models 

Ease the complexity of sales capacity models by creating simple hierarchies and combining top-down/bottom-up approaches. Easily build accurate, multidimensional models without overly complex formulas.
collaborate

Cross-functional collaboration made simple

One platform shared by all, with individual access rights. Overwrite, track changes, and test different hypotheses with cross-functional teams, without ever breaking your model.

Key features for effective Sales & GTM Capacity Planning

import

Automated data import

Collect accurate data from your systems (CRM, ERP, HRIS, ATS…) in real time to avoid time-consuming tasks and data import errors.

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access

Granular access rights

Pigment offers fine-grained security controls to let you configure what an individual or a group of users can do, see, or modify on any board, metric, dimension, or cell.

scenarios

On-the-fly scenarios

Run what-if scenarios in minutes to assess the key drivers that affect your business.

Win rate scenario bar chart for sales planning
"Amazing experience using Pigment for our internal process and annual planning needs. The system is easy to use, adapts to our organization's needs and the product continues to innovate."
IT Services · 30B+ USD
"Good experience implementing the tool, very strong user interface making it easy and fun to use. Stakeholders have been impressed by the look & feel which helped rolling it out to a broad audience."
Consumer Goods · 3B-10B USD
"Its ease of use, advanced analytics and collaboration capabilities make it a valuable asset for any organization looking to improve its performance and achieve its goals."
Finance · 500M-1B USD
"Futuristic planning and modelling platform. Provides excellent user experience, is highly adaptable, sleek , and saves us a TON of time. Could not imagine forecasting without it."
IT Services · 250M-500M USD
"Pigment is a very user friendly tool. It really is capable of doing magic in terms of financial planning."
Software · 3B-10B USD
"Pigment has become an invaluable tool in our organisation, both for actual margins analytics and scenario modeling."
Retail · 50M-250M USD
"We now have a collaborative tool to better steer our budget and be more efficient during forecasting period... We have onboarded many stakeholders and receive very positive feedbacks."
Services · 50M-250M USD

Discover more use cases

Quota planning UI

Quota Planning

Set fair quotas for your sales team that are aligned with your business objectives.
See it in action
Territory planning UI

Territory Planning

Manage complex territory hierarchies and maximize coverage to ensure you have the right resources in the right place.
See it in action
Sales forecasting UI

Sales Forecasting

Align strategy to execution and improve your sales forecasting process.
See it in action

Frequently Asked Questions

How does Pigment help sales teams manage quotas and territories effectively?

Pigment combines real-time data, interactive territory maps, scenario modeling and AI-driven insights so sales and revenue teams can set fair quotas and adjust territories as the market changes. Teams test several scenarios, compare outcomes and update the live plan without disrupting existing workflows. The Modeler Agent and Analyst Agent speed up building and reviewing the plan.

Can Pigment support seasonal or temporary changes in sales territories and quotas?

Yes, Pigment allows businesses to adjust territories and quotas dynamically to accommodate seasonal fluctuations or temporary market changes. Its flexible enterprise planning software ensures that sales teams remain agile and responsive to shifting demand.

Can Pigment integrate with other business applications for sales planning?

Yes, Pigment integrates with various business applications through native connectors, APIs, and scheduled imports. This ensures sales teams have a comprehensive, real-time view of sales performance, enabling better decision-making for sales quota planning and territory mapping.

What is the difference between territory planning and quota planning?

Territory planning decides which accounts, regions or segments each sales team or rep covers, to maximize coverage and avoid overlap. Quota planning sets the revenue target each team or rep carries, based on market potential and capacity. The two depend on each other, so Pigment connects them in one model and lets you test changes to both together.

How do AI agents help set fair quotas and balance territories in Pigment?

AI-driven insights analyze market potential, historical data and sales trends to recommend fair, achievable quotas and to flag territories that need rebalancing. The Modeler Agent builds or adapts the model from a plain-language description, with a plan you approve first, and the Analyst Agent tracks results against plan.

Can I design territories by account, region or a custom structure in Pigment?

Yes. Teams can define territories based on accounts, regions or custom structures, and manage complex territory hierarchies. Interactive maps help you optimize coverage, and scenarios let you compare alternative designs before you make changes, without rebuilding your model.

Can I see territories on a map in Pigment?

Yes. Pigment includes map visualization, so teams can design territories and review account coverage on interactive maps. Combined with scenario planning, you can compare territory designs and see the effect on revenue, quotas and team structure.

Can I model territories and quotas in the Pigment free trial?

Describe your territory and quota planning need to Pigment's AI agent, which asks a few clarifying questions and generates a model and interactive board in your private workspace. Upload your own account and sales data or use a sample dataset, test different assumptions and share the result with sales leaders. The free trial lasts 14 days, with no credit card.

See Pigment in action

Pigment is built to be flexible, with more use cases than we can list here. Sign up for a demo with our team to explore what you could achieve.

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