Customizing quota sheets
You can add custom fields to your quota sheets to track metrics important to your organization.
When you create a custom field, you must select a source. This determines how data is sourced for the custom field, for example, is the data pulled from existing sales data or manually input by a user?
There are 5 types of custom fields:
Source | Description |
|---|---|
Historical | Adds a custom field that is based on historical sales data. Once you create this field, you will need to import an activity file that includes this field as a column. The data from this activity file then populates your custom field. |
Calculated | Adds a custom field that performs calculations based on your existing fields. When you add this field, you can create a formula to manipulate your data however you see fit. |
Loaded | Adds a custom field that is based on your hierarchy data. When you add this field, you can select the hierarchy data and column name to pull data from. |
Input | Adds a custom field that you can manually type information into. |
Allocation | Adds a field that allows you to set a high-level amount and allocate it down to the rest of your territories and territory groups. This source type is used for the built-in Allocated (Top-down) field. It will not be available as a source for custom fields. |
Adding historical fields
You can add historical fields to track any metric important to your organization. When you add a historical field, you will need to import an activity file that includes a column that matches your custom field. Your custom field then populates using the data in this activity file.
On the Planning cycles home page, click the planning cycle to open.
Click the Manage toggle to open the manage version of your planning cycle.
Click the Command center icon
.Under the Admin section, click Data.
Click the Sheets tab.
Click the quota sheet you want to add the field to:
Territory sheet
Seller sheet
On the table, click the Add icon
.Enter a name for the column.
This will be the name of your custom field, for example, Units sold.
From the Source drop-down, select Historical.
From the drop-down list, select the required format:
Currency - use this format if you field represents a monetary value, like $100.00.
% - use this format if your field represents a percent, like 50%.
Numeric - use this format if you field represents a count of objects, like 150 units sold.
Date - use this format if your field represents a date, like 2022-01-01.
Text - use this format if your field contains text.
Select or clear the following options, as required:
Option
Description
This is a balancing metric
Select this option if you want to use this field as a balancing metric when you are balancing territories. If you select this, you can view a graph that shows if this field metric is above or below average for a territory. You can view this graph on the territory balancing section on the data tray.
Make this the default
Select this option if you want to use this field as the default balancing metric during territory balancing. For example, if you have multiple balancing metrics, this field metric will display by default in the territory balancing drop-down list on the data tray. Only one field can be set as the default balancing metric.
Click Next.
Select a start and end date to only include activity data within a specific date range.
When this field populates on the quota table, only values within your specified date range will be aggregated. If you don't select a date range, we'll use the start and end date of your planning cycle as the default.
Click Add.
Note
To populate this field, import an activity file that includes a column that matches this field name. See Activity files for more information.
Adding calculated fields
You can use calculated fields to perform calculations on existing fields in your data sheet. You can create a formula based on one or more of your existing fields to calculate any metric important to you organization. For example, you may want a field that shows your prior year actual field multiplied by two.
On the Planning cycles home page, click the planning cycle to open.
Click the Manage toggle to open the manage version of your planning cycle.
Click the Command center icon
.Under the Admin section, click Data.
Click the Sheets tab.
Click the quota sheet you want to add the field to:
Territory sheet
Seller sheet
On the table, click the Add icon
.Enter a name for the column.
This will be the name of your custom field, for example, PYA increase.
From the Source drop-down, select Calculated.
From the drop-down list, select the required format:
Currency - use this format if you field represents a monetary value, like $100.00.
% - use this format if your field represents a percent, like 50%.
Numeric - use this format if you field represents a count of objects, like 150 units sold.
Click Next.
Create your formula:
Click
Data source to add data sources to your formula. Data sources are based on your existing fields, like prior year actual and trailing 12 months.Click the operator icon
to add operators to your formula.Type numeric values into the formula text box.
For example, you may create a formula that adds an additional 20% on top of you prior year actual value. That formula would look like this:
( {Prior Year Actual} * 0.2 ) + {Prior Year Actual}.Click Add.