Skip to main content

Adding quota components

Quota components are used to define distinct quotas and account scores for the different areas in your business. Examples include hardware, software, and services. You can set different targets per battle card and per quota component.

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

    Note

    After creating a planning cycle, there is one quota component automatically added called Default. To rename this quota component, follow the steps to edit quota components.

  2. Click the Command center icon Screen_Shot_2021-10-04_at_5_40_21_PM.png.

  3. Under the Planning cycle section, click Quota components.

  4. To add a quota component, click + Add new.

  5. Enter a unique name. You also have the option to include a description.

  6. Click Save.

    Note

    Once you have two or more quota components, a drop-down appears in the battle card canvas toolbar. You can switch between the different quota components to show. This drop-down is also available when you expand the battle card.