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SALES PLANNING SOFTWARE

Achieve More with Sales Planning That Works Smarter

Unlock your sales potential with Workday Adaptive Planning. Strategically plan your territories, establish precise quotas, and allocate sales resources instantaneously—empowering you to seize every market opportunity that comes your way.

Transform Your Sales Strategy

Adapt swiftly and act decisively

Rapidly develop models to allocate quotas, design territories, and strategize headcount, ensuring that sales resources are perfectly aligned with revenue goals.

Make decisions based on insights, not guts

When your planning decisions are grounded in data, spotting trends and variances becomes simpler, enabling you to make more informed and effective choices.

Craft an effective, scalable sales planning strategy

Easily adapt your sales strategies as situations change. Our versatile sales planning platform caters to the unique demands and intricacies of your business.

Automate complex, time-consuming tasks

Effortlessly integrate CRM and customer enrichment data to simplify and enhance your planning processes, making complexity a thing of the past.

Improve cross-functional alignment

Integrate sales strategies with finance and HR through a cohesive data foundation and consistent planning assumptions for maximum effectiveness.

The Software That Elevates Your Sales

Quota planning.

Align sales targets with accessible market opportunities to guarantee fair assignments that enhance productivity and drive results.

Territory planning.

Design well-defined, achievable territories that empower your teams to excel. Strategically segment your business to maximize the impact of your go-to-market approach.

Sales capacity and headcount.

Enhance your sales results with strategic sales capacity and headcount modeling that factors in ramp-up periods, attainment levels, and additional crucial metrics.

Analytics and forecasting.

Anticipate customer demand across diverse regions; seamlessly combine forecast insights with pipeline analytics and funnel metrics—all within a single powerful platform.

Meet the Companies that Trust Us

Over a decade of decoding complex finance challenges faced by industry-leading companies.

Curated Insights Just For You.

News and Event

Workday Adaptive Planning Summit 2025

Get ready to join Shearwater as we stand alongside our esteemed partner, Workday, at the highly anticipated Workday Adaptive Planning Summit 2025 in Singapore.

Achieve advanced FP&A with intelligent and active planning.

Workday Adaptive Planning

Form Submission - Download

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5 reasons FP&A and finance teams should abandon legacy ERP systems

Workday Adaptive Planning

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How Workday Adaptive Planning empowers the FP&A team with powerful analytics and interactive dashboards.

Workday Adaptive Planning

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Contact Us for Free Consultation

Ready to plan, execute, and analyse with confidence? Contact us for free consultation to find out how Workday Adaptive Planning helps you:

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