Performing What If Analysis for Bottom-Up Quota Plans

Sales reps can fine tune their target before pushing it up to the next level in the hierarchy.

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

2. Click the Scenario Comparison and Analysis horizontal tab.
3. From the Actions menu, select Seed What If Scenarios.
4. Enter percentage values for Worst Case, Best Case, and Conservative, and then click Launch.

   Additional data and charts are added to the page so you can evaluate and compare best case, worst case, and conservative scenarios to your plan quota.

5. To copy data from a scenario back to your plan, from the Actions menu, click Copy Data What If, select source and target scenarios, and then click Launch.

To clear the what if scenarios, from the Actions menu, click Clear What If Scenarios.