Configuring Quota Planning
Perform these steps after enabling Quota Planning features to import metadata, add or import additional measures, and configure features.
- From the Home page, click Application
, and then click Configure
.
- From the Configure list, select Quota Planning.
- Perform all mandatory tasks for importing metadata, configuring Quota Planning, and adding or importing additional measures. Perform the optional tasks required for your business.
- After configuring, and any time you make changes in configuration or import metadata, refresh the database. From the Configure page, select Refresh Database from the Actions menu. Click Create, and then click Refresh Database.
- Import your business data to populate the application and then run the Process Actuals rule. See Importing Data.
Table 4-2 Configuring Quota Planning
| Configure | Description |
|---|---|
| Accounts, Product, Geography |
Import the dimension members (master data) and hierarchy that represent your business's accounts or customers, products, or geography. For the Accounts dimension, create a hierarchy with logical parent members instead of a flat structure. |
| <Custom Dimension> |
Import the dimension members (master data) and hierarchy to populate the <customName> dimension. Use if you enabled the <customName> dimension. |
| Territory |
Import the dimension members (master data) and hierarchy that represent your business's sales territories. |
| Resource |
Import the dimension members (master data) and hierarchy that represent your business's resources. If you are integrating with Oracle Engagement Cloud Incentive Compensation, use numerical IDs for Resource dimension members. |
| Allow Overrides on Allocated Target Quota |
Specify whether to allow users to override the total allocated target during top-down planning. Select Yes to allow users to adjust values that would allow the total to go over or under the allocated quota amount. Select No so that users cannot adjust values that would make the total go over or under the allocated quota amount. This task must be performed after setting user variables. See Setting User Variables. |
| Seasonality |
Use this option if you enabled Seasonality. Specify default percentages for each month to indicate the seasonality for your business. You can adjust these values later at the Territory or Resource level. This task must be performed after setting user variables. See Setting User Variables. |
| Bottom Up Quota Measures |
Add or import additional bottom up quota measures. If your business process requires, you might need to add logic or calculations related to any custom measures. |
| Overlay Quota Measures |
Add or import additional overlay quota measures. If your business process requires, you might need to add logic or calculations related to any custom measures. |
| Quota Measures |
Add or import additional quota measures that apply to all types of quota planning. If your business process requires, you might need to add logic or calculations related to any custom measures. |
| Top Down Quota Measures |
Add or import additional top-down quota measures. If your business process requires, you might need to add logic or calculations related to any custom measures. |
Note:
Oracle recommends that you use Configure to import metadata, which ensures that metadata is loaded correctly to work with the provided rules and forms. If you choose to use the Dimension Editor to load metadata, the primary hierarchy for a dimension should go under the All member for the dimension. You can add alternative hierarchies under the Root member as well, but the member should be a Parent or rollup type member. No parent or member should be set to rollup/aggregate to the root member of a dimension, because the root member can't be displayed on any form, dashboard, or report.
Videos
| Your Goal | Watch This Video |
|---|---|
|
Learn about configuring Quota Planning. |
Tutorials
Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
| Your Goal | Learn How |
|---|---|
| See how to enable and configure Quota Planning in Sales Planning. Learn how to set variables, prepare actual and forecast data, and verify the configuration. |
|
