1. Working with Sales Planning
  2. Working with Quota Planning
  3. Performing Bottom-Up Planning
  4. Preparing Bottom-Up Quota Plans

Preparing Bottom-Up Quota Plans

The lowest level in the hierarchy (for example, a sales rep) reviews their target quota, makes any required adjustments, and then submits the target quota to the next higher level in the hierarchy for approval.

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

  2. On the Plan Quota horizontal tab, change the POV to reflect your level in the hierarchy if needed.
  3. In the My Summary Quota area, review the top-down quota allocated to you by your manager, along with the overall growth percentage.
  4. In the Set Quota area, enter your proposed target quota for each account, and then click Save.

    Note:

    If you need to plan against another account, you can add an account that already exists in the hierarchy. In the Set Quota area, from the Actions menu, select Add Account. Select the account to add, enter the proposed quota amount, and then click Launch.
  5. In the My Summary Quota area, from the Actions menu, select Aggregate Quota.
  6. Make any adjustments by product or perform what-if planning to evaluate different scenarios. See Adjusting Bottom-Up Quotas by Product and Performing What If Analysis for Bottom-Up Quota Plans.

Based on the system set up in your organization, when your quota plan is complete, notify the next higher level in the hierarchy. Now the next level up in the hierarchy can review and make adjustments to their team's quota. See Reviewing and Adjusting Your Team's Bottom-Up Target Quota (for Managers).