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Applying ramp schedules

You can apply ramp schedules to your seller assignments to onboard new sellers to your organization. When you apply this schedule, we'll calculate seller quota targets for each month in your planning cycle.

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

  2. Click the Manage tab to open the manage version of the planning cycle.

  3. On the battle card canvas, select a battle card.

  4. In the data tray, click the Seller quota tab.

  5. Double-click in the territory row that you want to edit.

  6. In the Ramp column, select a ramp schedule from the drop-down list.

    Tip

    Click the information icon information.svg next to the Ramp column header to view your available ramp schedules. A dialog opens to show you your schedules and their monthly breakdowns so that you can make an informed decision.

  7. Click anywhere outside of the territory row to exit edit mode and save your changes.

  8. Expand the Revised seller quota column to see a monthly breakdown of your seller quota based on your applied ramp schedule.