Entering Target Growth Rates
Enter your target quota for the upcoming planning year.
Quota planning is done for the next planning year, based on growth over last year's actuals values, at the All Territory or All Resource level. You can also directly enter a value for the target.
-
From the Home page, click Quota Planning
, then click Set Targets
, and then click Set Growth
.
- In Plan YOY Growth % enter a percentage growth rate from the previous year's revenue for All Territories or All Resources, and then click Save. Alternatively, you can enter a value in Plan Target Quota. The Plan YOY Growth % is calculated for you.
Target Quota is updated and the charts and dashboards reflect the target quota. Average quota per rep is also calculated.
Next, make any adjustments to the target quota:
- Adjust target quota values by product if required for your business. See Adjusting Targets by Product.
- Perform what-if analysis and adjust your target if needed based on best case, worst case, and conservative scenarios. See Performing What-If Analysis for Target Quota.
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Predict target quota values and compare to growth rate-based targets. Optionally, use predicted values in your plan. See Predicting Target Quota Values.
When the target quota is ready, allocate it using top-down or waterfall planning. See Performing Top-Down Planning.