Siebel Territory Management Guide > Sales Quotas and Siebel Territory Management >

Viewing the Effect of a Territory Change on Sales Quotas

After you have set up and aligned sales quotas, as described in Process of Creating and Aligning Sales Quotas, changes that you make in territory rules can affect these sales quotas, because the sales quotas are assigned to sales representatives based on territories.

You can check the effect of a territory alignment on sales quotas before activating the new territory alignment.

This task is a step in Roadmap for Using Siebel Territory Management.

Associating the Quota with an Alignment

Before you run the alignment, you must associate the quota with the alignment.

To associate a quota with an alignment

1. Navigate to the Siebel Territory Management screen, then the Alignments Administration view.
2. Drill down on the desired alignment.
3. Click the Quotas view tab.
4. In the link bar, click Contacts, Accounts, Postal Codes, or Geo Zones, depending on which of these was used as the basis of the sales quota.
5. In the Quotas list, select the quotas that you want to associate with this alignment.

Viewing the Effect of the Alignment on Quotas

After you run the alignment, check the effect it has on quotas, so you can evaluate this result before you activate the alignment.

To view the effect of the alignment on quotas

1. Navigate to the Siebel Territory Management screen, then the Territories Administration view.
2. Drill down on the desired territory.
3. Click the Quotas view tab.
4. In the link bar, click Contacts, Accounts, Postal Codes, or Geo Zones, depending on which of these was used as the basis of the quota.
5. In the Territory Contact Quota Rules list, select a rule.
6. In the Credit Allocation list, and the Period Quotas list, view what the quotas are after the alignment using this rule.