1. Working with Sales Planning
  2. Working with Quota Planning
  3. Performing Top-Down Planning
  4. Planning Using Overlay Targets

Planning Using Overlay Targets

You can plan using overly targets for those not directly responsible for the quota who provide a support role in meeting quota targets.

For example, plan quotas for Specialist Sales, who support the main sales teams, using overlay targets. Their quotas are measured on impacted revenue.

Overlay growth percentage is based on a percentage over last year impacted bookings.

  1. From the Home page, click Quota Planning Quota Planning icon, and then click Top Down Planning Top Down Planning icon.

  2. Click Overlay Targets Overlay Targets icom.

  3. In the My Overlay Target area, enter an overlay growth percentage and then click Save.

  4. In the My Team's Overlay Target area, enter an overlay adjustment if required, and then click Save.
  5. To apply seasonality to overlay targets, click the Seasonality and Period Spread horizontal tab, adjust percentages for each period, and then from the Actions menu, select Apply Overlay Seasonality.