SE Coverage Planner - free territory and workload planning for sales engineering teams

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SE Coverage Planner is a client-side app that runs entirely in your browser. All workload, mapping, and cost math happens locally - there is no backend.

Enable JavaScript to use the planner, or visit jasonlanders.com/field-ready for the other tools in this collection.

New here? Try a sample plan first

Loads a fictional ~45-account, ~12-SE org into a separate "Sample Plan (Demo)" so you can explore the tool without touching your own data. Switch back via the Plan dropdown any time.

Load sample data<br>Manage Data<br>Import CSV

Org ROI<br>vs Proposed

View detailed comparison<br>Side-by-side Current vs Proposed

Map Display

Show on Map

SE<br>AE<br>RD<br>RVP<br>AVP<br>SE Leader<br>SE RD<br>SE VP

Display Options

Health colors on regions<br>Person names next to markers

Org ROI Comparison

Done

Edit Alignments Mode is active. Click a region to modify SE/AE assignments.<br>✨ Propose Hires<br>↶ Revert Proposed<br>Exit Edit Mode

Propose Hires

Cancel<br>Add These Hires

Manage Plans

+ New Plan<br>Done

Import Data

Cancel<br>Replace Data · Import N rows

Regional Summary

Manage Data

Edit Map Regions

Edit Alignments

Coverage Health<br>Healthy<br>Stretched<br>Overloaded

Click a region to view SE assignments

+ Add SE

New SE

Name *

Home City

Segment

Region

SE Leader

Add SE<br>Cancel

SE Assignments

SE Name<br>Leader<br>Seg<br>Accounts<br>AEs<br>RDs<br>Coverage<br>Cost<br>ROI<br>Workload

📊 Reports

Export PDF

Manage Data

Regions<br>Segments<br>People<br>Accounts<br>Leadership

Save & Close

⚙ Configuration

Map<br>Workload<br>Complexity<br>Quotas<br>Costs<br>Roles

Map Scope

US States only (default)

World Countries

World + US States (hybrid)

Reset Feature Assignments to Default

To define region names, colors, and segment structure, use ☰ Manage Data in the toolbar.

Dimensions to evaluate

Accounts per SE

AEs per SE

Coverage reconciliation (flag SEs outside 50–150% of personal target)

An SE is Overloaded if any enabled dimension exceeds its Stretched threshold, Stretched if any exceeds Healthy, otherwise Healthy .

Thresholds by Segment

Default is used for any segment without its own row.<br>Define segment names in ☰ Manage Data → Segments .

Account Complexity Weighting

Enable account complexity weighting

When enabled, account workload uses the sum of account multipliers instead of raw account count. Untagged accounts count as 1.0.

Complexity Tiers

+ Add Tier

Track Quotas At

Account level

AE level

SE level

SE Quota Buffer

% (subtracted from SE rolled-up quota)

Display Quota Totals As

Monthly<br>Quarterly<br>Annual

Rollup rules:

Account level on → AE quota = sum of their accounts' quotas. SE quota = sum of their accounts × (1 − buffer).

AE level on (account off) → SE quota = sum of their AEs' quotas × (1 − buffer).

Edit quotas on individual people and accounts in Manage Data .

SE Cost Model

Used to compute coverage ratio (quota covered ÷ cost) and the business case for proposed hires. ROI columns and exports stay hidden until you save once.

Average fully-loaded annual SE cost (USD)

salary + benefits + overhead

Target quota multiplier per SE

x - each SE supports this many × their cost in pipeline coverage

At-Risk Pipeline Discounts

When an SE is overloaded, a portion of their carried quota is at risk of slipping. These percentages drive the $-at-risk number on the org rollup and the proposed-hire payback math.

Stretched SE risk discount

% of quota at risk above Healthy threshold

Overloaded SE risk discount

% of quota at risk above Stretched threshold

↺ Reset to defaults<br>✓ ROI features active. Coverage ratio columns and Business Case exports are now visible.

Role Display Labels

Customize how leadership titles appear throughout the app and exports. The internal data model is unchanged - only display labels.

AVP →<br>RVP →<br>RD →<br>AE →<br>SE →<br>SE Leader →<br>SE RD →<br>SE VP →

Reset to defaults

Examples:

Datadog uses AVP / RVP / RD. Other companies use VP Sales / Sales Director / Regional Manager, Group Lead / Team Lead, GM / SD / TM, etc. Match what your team actually says.

Edit Person

Name

City

Region

Active

Cancel<br>Save

Notes

Copy<br>Edit in Manage Data<br>Done