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Adjusting territory quotas

You can make adjustments to your territory quotas to raise or lower quota targets.

  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 the battle card that contains the territory quotas you want to adjust.

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

  5. On the Quota adjustment column, click the add icon. corresponding the territory row that you want to edit.

  6. Enter an adjustment value and then enter a date range for which this is effective.

    Tip

    Enter a negative number to decrease the quota.

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

    The Revised territory quota column updates to show the new quota amount.