Adjusting Bottom-Up Quotas by Product
After you've estimated your bottom-up quota, you can adjust the quota allocation amounts by product.
-
From the Home page, click Quota Planning
, then click Bottom Up Planning
, and then click Plan Quotas
.
- Click the Adjust by Product horizontal tab.
- In the Set Quota by Product area, change the values for each product and then click Save.
Note:
If you need to plan against another product, you can add a product that already exists in the hierarchy. From the Set Quota by Product area, from the Actions menu, select Add Product. Select the product to add, enter the proposed quota amount, and then click Launch.