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Mid-Year Adjustments: How & When to Course-Correct Your Sales Plan

Like a great quarterback, knowing when to call an audible can be the difference between hitting your number and falling short

The best sales plans aren’t static—they evolve. This session focuses on how to recognize when a course correction is needed and what actions to take to keep revenue on track.

We’ll discuss:

  • Early warning signs – How to detect issues before they impact results
  • Using data to assess performance – Key metrics to determine if adjustments are necessary
  • Quota and territory realignment – When and how to make changes without disrupting momentum
  • Compensation plan adjustments – Fine-tuning incentives to maintain motivation and performance
  • Lessons from top organizations – How leading companies successfully navigate mid-year shifts
Join our session on activity-based-incentives
This panel is one of five in the 2025 Sales Planning Summit, by submitting this form you'll gain access to all five recordings
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What we'll cover

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With your hosts:

Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

Digital Event

Mid-Year Adjustments: How & When to Course-Correct Your Sales Plan

Like a great quarterback, knowing when to call an audible can be the difference between hitting your number and falling short

Watch now

This panel is one of five in the 2025 Sales Planning Summit, by submitting this form you'll gain access to all five recordings

What we covered in this event

The best sales plans aren’t static—they evolve. This session focuses on how to recognize when a course correction is needed and what actions to take to keep revenue on track.

We’ll discuss:

  • Early warning signs – How to detect issues before they impact results
  • Using data to assess performance – Key metrics to determine if adjustments are necessary
  • Quota and territory realignment – When and how to make changes without disrupting momentum
  • Compensation plan adjustments – Fine-tuning incentives to maintain motivation and performance
  • Lessons from top organizations – How leading companies successfully navigate mid-year shifts

What Should This Say?

No items found.

Join to hear from speakers:

Dal Sidhu

Head of Global Sales Compensation, Zoom

Elizabeth Walgram

Senior Director, Sales Compensation, Siemens

James Jackson

Global Head of Sales Planning, Compensation, and Systems, Snowflake

David Gerardi

VP, Revenue Optimization, Forma.ai

What past attendees are saying...

“What is amazing about Forma.ai is that—internally, we don’t need the skills to configure a comp tool or our data—Forma.ai’s automation helps us do this and turnaround changes much faster than we would ever be able to with any other ICM.”

Suzanne Shadgett

Senior Financial Executive, Stryker

“Forma.ai provides flexibility like no one else in the category. With their real-time modeling, I can apply any idea I have against last year’s data to see how much it would cost and what it could actually achieve." 

Dr. Robert Bieshaar

Global Head of Sales Compensation, Autodesk 

Digital Event

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This panel is one of five in the 2025 Sales Planning Summit, by submitting this form you'll gain access to all five recordings