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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

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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.

Customers

Why Choose Shearwater Asia

Shearwater Asia 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 Asia 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.

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Shearwater Asia | Finance and IT Digital Transformation Consultancy

Shearwater Asia is a leading one-stop finance and IT digital transformation consultancy in Asia with over 14 years of experience implementing financial automation projects and other cloud solutions that help businesses automate workflows. We are the FY23 Solution Provider of the Year Award – Rising Star of Workday partners with one of the region’s biggest teams of cloud consultants. Shearwater Asia offers a suite of cloud solutions that entail a cloud Enterprise Resource Planning (ERP), Enterprise Performance Management (EPM), account reconciliation and the financial close process automation, inter-company financial consolidation, stack integration and workflow automation platform.

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