Quota files

If your organization has complex quota setting processes, you can choose to import your quota settings into Varicent Sales Planning through a file import. This allows you to use external tools such as Varicent's Symon.AI or Excel to perform the calculations needed to allocate quota to your territories.

This is an alternative to Varicent Sales Planning's top-down quota allocation feature.

Formatting quota files

Before you get started creating your quota files, make sure you fully understand the file requirements. See Best practices for formatting your data.

Quota files require the following columns:

Column name	Description	Data format	Example
Quota component	Note This column is only required if you've defined more than one quota component for your planning cycle. Contains the name of the quota component, for example Hardware or Software. This field must correspond with a quota component that you added to your planning cycle. This field is case sensitive so make sure to match the spelling and capitalization of your quota component exactly.	Text	Hardware
Territory ID	Contains the unique ID of the territory you are allocating quota to.	Text	TER-001
Value	Contains contains the quota value that you want to allocate to the territory. This column can contain numeric values only. Do not include currency symbols or comma thousand separators.	Numeric	2000.00
Period	Note This column is not required if your planning cycle periodicity is set to yearly. Contains a breakdown of the periods in your planing cycle, based on your periodicity. Accepted values are: Semi-annual: H1, H2 Quarterly: Q1, Q2, Q3, Q4 Monthly: January, February, March, and so on.	Text	Q1

Sample quota data

Quota file requirements change depending on the periodicity of your planning cycle. Here are examples of quota data for each periodicity. You can use these as a reference when setting up your own files.

Table 1. Yearly

Quota component	Territory ID	Value
Software	TER-001	2000.00
Software	TER-002	1000.00
Software	TER-003	3200.00

Table 2. Semi-annual

Quota component	Territory ID	Period	Value
Software	TER-001	H1	1000.00
Software	TER-001	H2	1000.00
Software	TER-002	H1	500.00
Software	TER-002	H2	500.00

Table 3. Quarterly

Quota component	Territory ID	Period	Value
Software	TER-001	Q1	500.00
Software	TER-001	Q2	500.00
Software	TER-001	Q3	500.00
Software	TER-001	Q4	500.00

Table 4. Monthly

Quota component	Territory ID	Period	Value
Software	TER-001	January	200.00
Software	TER-001	February	200.00
Software	TER-001	March	200.00
Software	TER-001	April	200.00

Importing quota files

You can import quotas for each territory in your battle card. This import process is an alternative to using Varicent Sales Planning's top-down quota allocation feature.

Before you import your quota data, make sure that you've completed the following tasks:

Create your battle card
Define territory groups and territories for your battle card
Download the quota file template and follow the steps to format your data

On the Planning cycles home page, click the planning cycle to open.
Click the Quota view.
On the battle card canvas, select the battle card where you want to import quotas.
In the data tray, click the Quota sheet tab.
Click the Import icon , and then click Import quotas.
Drop or upload your pre-formatted CSV file.
Click Import.
Tip
If your file matches the required column headings exactly, we'll automatically match columns and publish your file. If your column headings vary from the required columns' spelling or syntax, you will need to complete steps 8 to 11 to match your columns.
Click Next.
Click Automatch to match the required column headings to the headings in your file.
Manually select the corresponding column header name for any column that was not automatically matched.
1. Click the drop-down icon next to a column that hasn't been matched.
  A list of required columns displays.
2. Select the column name that corresponds with the data column in your file.
  For example, your file may have a column called Values, but this data is identified as Value in Varicent Sales Planning. In this case, you would match the Value required column to the Values column in your file.
3. Repeat steps a an b until all columns are matched.
Click Import.