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Territory Plan

This is a planning exercise
info
When you are ready to make this your own
Clear sample data
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Add accounts to the table below through:
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If you have a CSV file, use the “Insert” > Import > CSV > choose the file > map the columns that match and you want to bring over
Reach out to your Coda team to connect your SFDC data

money-bag

Annual Quota:
500000
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Quarterly Quota:
125000
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Monthly target:
41667
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studio-floor-plan

Plan to Quota:
$600,000.00
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Gap to quota:
-$100,000.00
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Sum of Q1 Plan:
$60,000.00
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Sum of Q2 Plan:
$60,000.00
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Sum of Q3 Plan:
$255,000.00
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Sum of Q4 Plan:
$225,000.00
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My Accounts

Priority
Account Name
Industry
Employees
Renewal Date (if applicable)
ARR (spend to date)
Q1 Plan
Q2 Plan
Q3 Plan
Q4 Plan
A
2
Edge Communications
Electronics
1000
$0.00
$0.00
$0.00
$200,000.00
$0.00
Starbucks
Retail
10000
$0.00
$0.00
$0.00
$0.00
$0.00
B
2
Nike
Retail
80000
5/26/2023
$5,000.00
$5,000.00
$50,000.00
$0.00
$100,000.00
GenePoint
Energy
3000
7/29/2023
$200,000.00
$10,000.00
$0.00
$50,000.00
$50,000.00
C
1
McDonalds
Food
200000
$0.00
$20,000.00
$10,000.00
$5,000.00
$75,000.00
D
1
United Oil & Gas Corp
Energy
14500
12/16/2023
$100,000.00
$25,000.00
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