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Rolling Down a Quota Target (Manager)

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After the next-level reports are added, the manager's quota target is rolled down to spread the target amount evenly among the manager's next-level reports.

To roll down a quota target

In the Personal Quota Roll Down form, add positions to the Next Level Reports list.

For more information, see Adding a Next-Level Report to a Plan Quota (Manager).

In the Personal Quota Roll Down form, click the menu button and choose Roll Down.

The rolled-down quota amounts are populated in the Personal Quota Roll Down form for each next-level report.

NOTE:  For example, if the manager's quota was set to $1,000,000 and there are two next-level reports reporting to that manager, each next-level report shows a $500,000 initial target amount after rolling down the amount. If there are four next-level reports instead of two, each next-level report shows a $250,000 initial target amount, and so on.

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