1. Working with Sales Planning
  2. Working with Quota Planning
  3. Performing Bottom-Up Planning
  4. Adjusting Bottom-Up Quota Targets for Seasonality (for Managers)

Adjusting Bottom-Up Quota Targets for Seasonality (for Managers)

By default, quota targets are spread based on historical data, however you can adjust the spreading if needed by season.

Make adjustments for each month for the upcoming planning year, for example to reflect consumer and sales trends or holiday periods. This option overwrites the original spreading with the seasonally adjusted spreading.

  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 Seasonality and Period Spread horizontal tab.
  3. Adjust percentages for each period.
  4. From the Actions menu, select Apply Seasonality.

    The grid and charts are updated with the newly spread values.

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