1. Administering Sales Planning
  2. Configuring Quota Planning
  3. Post Configuration Tasks
  4. Setting Substitution Variables for Quota Planning

Setting Substitution Variables for Quota Planning

Set the substitution variables for Quota Planning for the current planning year for which you are setting targets and the immediately preceding planning year.

This steps is for Quota Planning only.

  1. From the Home page, click Tools Tools icon, then Variables Variables icon, and then click the Substitution Variables tab.

  2. Select members for OEP_CurYr and OEP_PriorYr. Optionally set the other substitution variables if you want to use something other than the default values.