1. Working with Sales Planning
  2. Working with Quota Planning
  3. Performing Bottom-Up Planning
  4. Reviewing and Adjusting Your Team's Bottom-Up Target Quota (for Managers)

Reviewing and Adjusting Your Team's Bottom-Up Target Quota (for Managers)

When your team has completed their bottom-up quota targets, you can review the targets and make adjustments before pushing up to the next level of 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. On the Manager Quota Review and Adjust horizontal tab, change the POV to reflect your level in the hierarchy if needed.
  3. From the Actions menu, select Aggregate Quota.

    The rule aggregates the numbers for your team in the next lower level of the hierarchy.

  4. In the My Team's Quota area, make any changes in the Adjustment Value column and then click Save.

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

  5. In the My Summary Quota area, review the Adjusted Value and Adjusted Quota.
  6. Make any adjustments by product or for seasonality. See Adjusting Bottom-Up Plans by Product (for Managers) and Adjusting Bottom-Up Quota Targets for Seasonality (for Managers).
  7. When adjustments are complete, on the Manager Quota Review and Adjust horizontal tab, from the Actions menu, select Aggregate Quota.

Based on the system set up in your organization, notify the next higher level in the hierarchy. Now the next level up in the hierarchy can go through this same process. Repeat the process until the target quota is allocated to the highest level in the hierarchy.

When bottom-up planning is complete, managers can review and compare top-down and bottom-up target quota, add padding if required, and finalize the quota plan.