Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Welcome to Sales Planning
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3
Working with Quota Planning
- Quota Planning Methodologies
- Task Overview
- Setting User Variables
- Setting Quota Targets
- Performing Top-Down Planning
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Performing Bottom-Up Planning
- Preparing Bottom-Up Quota Plans
- Adjusting Bottom-Up Quotas by Product
- Performing What If Analysis for Bottom-Up Quota Plans
- Reviewing and Adjusting Your Team's Bottom-Up Target Quota (for Managers)
- Adjusting Bottom-Up Plans by Product (for Managers)
- Adjusting Bottom-Up Quota Targets for Seasonality (for Managers)
- Analyzing Quota Plans
- 4 Working with Advanced Sales Forecasting
- 5 Working with Key Account Planning