AI assistant for planning
"Move two reps from the Northeast to the Midwest and rebalance quota." Covirage builds the scenario, recomputes coverage and revenue at plan, and puts it next to the current plan. Every figure reconciles, so the comparison is real.
Territory planning usually means one analyst, one workbook, and three weeks. With scenarios built by asking, the planning meeting can try ideas live.
Reassign accounts, move reps, change quota rules, in plain English.
Accounts per rep, revenue per rep and coverage per territory, compared automatically.
The chosen plan goes live with the scenarios that lost.
Three steps, in this order.
Territories, reps, accounts and quotas from the CRM or planning sheet.
Each question becomes a scenario. Compare any two.
The chosen plan writes back to the CRM. History kept.
Short answers. The Help center has the long ones.
It rebalances quota under rules you set and shows the result per rep. Approval stays with you.
Salesforce and HubSpot for write-back. Any export for read.
Headcount and calls per week are inputs. Full capacity planning has its own page.
Written for this job: the measures, the data you already hold, and the arithmetic.
Build a territory SWOT from account revenue, concentration, coverage and capacity figures. This worked US example connects each observation to an action and changes one capacity assumption to test the conclusion.
Oct 17, 20266 min readGroup business accounts by service location, state, metro area and sales region. Use customer and revenue exports to compare sales and account coverage without duplicating national accounts.
Oct 10, 20265 min readMeasure quota overassignment on a consistent revenue and crediting basis. Show the required attainment, management-level multipliers and capacity assumptions behind the buffer.
Oct 6, 20263 min readA sales territory planning dashboard compares coverage, workload, potential, and account movements across proposed plans. This worked example shows which totals must stay fixed, how to read the tradeoffs, and what changes when capacity increases.
Aug 30, 20266 min readThe complete territory potential and quota calculation on four territories, small enough to check by hand: current revenue per territory, the gap at norm across its current accounts, the universe accounts not buying valued at the segment norm and discounted by a stated realization factor, potential per territory, the share of potential that reaches the company target, the quota per territory, the balance check, and the identity that quotas sum to the target, so a reader can reproduce every figure and then run it on their own ledger and universe file.
Aug 24, 20263 min readA template for a sales territory plan that a rep can write in a day and a manager can check in ten minutes: the territory in numbers, the accounts tiered by value and potential, the coverage the tiers are owed against the time available, the growth list of named gaps, the retention list of named risks, and the target built up from those lists. This page gives each table, where its figures come from, the arithmetic that ties the plan to the quota, and a copyable one-page outline.
Aug 23, 20265 min read