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Setting business targets

You can set business targets on the battle card canvas. These business targets can be used as reference when allocating quota to your territories.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. On the root battle card, in the New business target field, enter the business target.

  3. Allocate the business target down to any child battle cards by entering a business target in the New business target field.

    Tip

    The Allocated business target and Unallocated business target fields on the root and roll-up battle cards update to show how much of the business target has been allocated down and how much still remains to be allocated. If you allocate a greater amount than the business target contains, then the Unallocated business target field displays a negative number.