Performing Top-Down Planning
After the target quota is set, use top-down planning to allocate the target quota.
Depending on how your administrator set up the application, perform either top-down planning or waterfall planning.
- Top-down—When target setting is centralized, planners perform top-down planning to allocate the target quota starting at the highest level of the hierarchy down to each level of the dimension hierarchy, through the entire hierarchy.
- Top-down waterfall—When target setting is decentralized with input from all levels of the hierarchy, planners perform waterfall planning to allocate the target quota starting at the highest level of the hierarchy step by step down to each level of the dimension hierarchy. Each level in the hierarchy reviews and makes adjustments before pushing the target quota down to the next level.
Planners can make adjustments to the quota target before allocating it:
- Adjust by product, for example to modify quotas to plan for portfolio changes.
- Adjust by account, for example to modify quotas if historical data doesn’t reflect customer potential.
- Adjust for seasonality and periods, for example to reflect consumer and sales trends or holiday periods.
- Adjust by padding.
From the Home page, click Quota Planning 
, and then click Top Down Planning 
.
Table 3-4 Top Down Planning Tasks
| Top Down Planning | Description | More Information |
|---|---|---|
 Top Down |
Review your target quota and make any required adjustments before allocating the target quota to all levels in the hierarchy:
|
|
 Top Down Waterfall |
Review your target quota and make any required adjustments before allocating the target quota to the next level of the hierarchy:
|
|
 Padding |
Adjust allocations by padding. This is the final step in the quota planning process. |
Adjusting Quota Targets by Padding |
 Top Down Multi Currency Analysis |
If the application uses multiple currencies, users can review quota measures in their own currency. For example, if quota is set across the hierarchy using the main currency USD, a user in France can review the data in Euros. Select the reporting currency from the POV, and then from the Actions menu, click Business Rules, and then click the Calculate Currencies rule. |
|
 Overlay Targets |
Plan overlay targets for supporting teams. |
Planning Using Overlay Targets |
Tutorials
Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
| Your Goal | Learn How |
|---|---|
|
Learn more about top-down planning. |
