Territory & quota templates
Territory design sheets, quota models, capacity plans, and ramp schedules.
Who uses these templates
- Sales ops teams building annual territory and quota plans
- Finance partners pressure-testing capacity models
- Sales leaders rebalancing books mid-year
10 templates
Sales territory plan template
A sales territory plan template that cuts territories on potential and workload, with written rules of engagement. Free PDF and CSV.
Sales capacity planning calculator
A sales capacity planning calculator that turns headcount, ramp, attrition, and realistic attainment into bookings capacity. Free PDF and CSV.
Sales quota calculator
A sales quota calculator that sets quota from a top-down target and bottom-up territory potential, with an over-assignment check. Free PDF and CSV.
Account tiering model
An account tiering model that scores fit and intent to set tier and coverage, with a scoring rubric and worked examples that add up. Free PDF and CSV.
New rep ramp schedule
A sales rep ramp schedule with month-by-month ramped quota and leading-indicator milestones for new AEs and SDRs. Free PDF and CSV.
Sales headcount plan template
A sales headcount planning template: hires by role and month, tied to ramp, attrition backfill, capacity, and budget. Free PDF and CSV.
TAM/SAM/SOM calculator
A bottom-up TAM calculator that sizes TAM, SAM, and SOM from account counts and ACV, with a capacity check and a worked example. Free CSV.
Annual sales planning checklist
A sales planning checklist that sequences the year from board target to territories, quotas, and comp plans by day one. Free PDF and CSV.
Sales rules of engagement template
A sales rules of engagement template for account ownership, conflicts, inbound on owned accounts, partner-sourced deals, and dispute resolution. Free PDF.
Territory balancing worksheet
A territory balancing worksheet comparing account count, potential, pipeline, and workload, with an imbalance index and a worked example. Free CSV.