1. Working with Sales Planning
  2. Working with Quota Planning
  3. Analyzing Quota Plans

Analyzing Quota Plans

The Quota Planning Analysis component provides predefined dashboards that give you insight into your quota plans.

To analyze Quota Planning target quota, from the Home page, click Quota Planning Quota Planning icon, then click Analysis Analysis icon, and then select the type of analysis to review.

Table 3-6 Analyzing Quota Plans

Task Description
Quota Analysis Review top-down quota analysis, bottom-up quota analysis, or compare top-down and bottom-up results.
Analysis by Dimensions Analyze quota plans by product or account, depending on the features enabled for the application.

Additionally, use the provided infolets to gain quick insights into data to help guide your decisions and actions. From the Home page, click the Infolet dots towards the top of the Home page. Infolets dots.