1. Working with Sales Planning
  2. Working with Quota Planning
  3. Performing Bottom-Up Planning
  4. Adjusting Bottom-Up Plans by Product (for Managers)

Adjusting Bottom-Up Plans by Product (for Managers)

Managers can adjust their team's bottom-up plans by product before submitting to the next higher level in the hierarchy.

  1. From the Home page, click Quota Planning Quota Planning icon, then click Bottom Up Planning Bottom Up Planning icon, and then click Manage Quotas Bottom Up Manage Quotas icon.

  2. Click the Manager Adjust by Product horizontal tab.
  3. In the My Team Quota by Product area, change the values in Adjustment Value for each product and then click Save.

    For bottom-up planning, this value is not restricted.

  4. When adjustments are complete, on the Manager Quota Review and Adjust horizontal tab, from the Actions menu, select Aggregate Quota.