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Applying seasonality schedules

You can apply seasonality schedules to your territories to divide quota across your planning cycle based on seasonal trends. When you apply this schedule, we'll calculate 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 Territory quota tab.

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

  6. In the Seasonality column, select a seasonality schedule from the drop-down list.

    Tip

    Click the information icon information.svg next to the Seasonality column header to view your available seasonality 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 territory quota column to see a monthly breakdown of your quota based on your applied seasonality schedule.