Use Case

Sales & GTM Capacity planning in Pigment

Get a clear view of your sales capacity to allocate and optimize resources intelligently.
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.
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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.
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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

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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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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.

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On-the-fly scenarios

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

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Frequently Asked Questions

What is sales capacity planning?

Sales capacity planning involves forecasting and managing human resources required to meet sales goals. It helps organizations understand how many sales representatives or resources are needed to achieve targets, taking into account factors such as market demand, team performance, and operational constraints.

How does Pigment support sales capacity planning?

Pigment provides a comprehensive platform for sales capacity planning by offering real-time data integration from CRM, ERP, and HR systems. This allows for accurate sales forecasting, efficient resource allocation, and effective alignment of sales capacity with revenue goals.

How does Pigment’s scenario analysis improve sales capacity planning?

Pigment’s scenario analysis allows you to test various what-if scenarios in a few clicks to see how different factors impact your sales capacity. This capability helps you prepare for different outcomes and make data-driven decisions to optimize resource allocation and meet sales goals.

What reporting capabilities does Pigment offer for sales capacity planning?

Pigment offers advanced reporting capabilities, including customizable dashboards and detailed analytics. These tools provide insights into sales performance, resource utilization, and capacity metrics, helping you monitor progress and make informed adjustments.

What kind of support does Pigment offer to its users?

Pigment offers comprehensive support including training, customer service, and a wealth of online resources. This ensures that users can fully leverage the platform's capabilities to enhance their business planning and analysis.