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.