1. Working with Sales Planning
  2. Working with Quota Planning
  3. Performing Top-Down Planning
  4. Adjusting Allocated Quota Targets for Seasonality

Adjusting Allocated Quota Targets for Seasonality

By default, quota targets are spread based on historical data, however if needed you can adjust the spreading 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, and then click Top Down Planning Top Down icon.

  2. On the Top Down Waterfall Top Down Waterfall icon or Top Down Top Down icon vertical tab , click the Seasonality and Period Spread horizontal tab.
  3. Adjust percentages for each period.

    Depending on how your administrator set up the application, you might not be able to allocate so that adjusted values go over or under the allocated quota amount. If your administrator requires it, you must ensure that adjusted values equal the overall Allocated Quota.

  4. From the Actions menu, select Apply Seasonality.

    The target quota grid and charts are updated with the newly spread values. The seasonality changes are applied to the parent and children members.