Performing Allocations

Review the target quota and make any required adjustments before allocating the target quota down to all levels in the hierarchy.

With planning, the top level target quota is spread through all levels in the hierarchy based on historical data.

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

2. On the Top Down vertical tab, on the Top Down horizontal tab, review the target quota information.
3. From the Actions menu, select Top Down Allocation.

   The target quota is allocated to all levels of the hierarchy.

4. To make adjustments, click the Review and Adjust horizontal tab, and then in the All Territory Target area, make adjustments in Adjustment Value if needed, and then click Save.

   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.

5. Make any adjustments by product or account, or for seasonality. See Adjusting Allocated Quota Targets By Product or By Account and Adjusting Allocated Quota Targets for Seasonality.
6. As the last step in the quota planning process, senior managers can apply padding if required. See Adjusting Quota Targets by Padding.

   If your team is also performing bottom-up planning, apply padding after the bottom-up planning process is complete.