Territory quota sheet
The Territory quota sheet contains all your territories from your original plan, along with other columns used for managing your territories throughout your planning cycle. By default, it includes the following built-in fields:
Field | Description |
|---|---|
Territory ID | This field contains the unique ID of your territory. |
Territory name | This field contains the name of your territory. |
Territory effective dates | This field lets you choose the date range during which time your territory is effective. Some territories may start or end before the start or end of the planning cycle. |
Seasonality | This field lets you apply a seasonality schedule to your territory. Use seasonality schedules to divide quota across your planning cycle based on seasonal trends. |
Planned quota | This field contains the allocated territory quota plus any quota adjustments from the plan version of your planning cycle. |
Territory quota adjustment | This is an input field where you can manually enter quota adjustments. If you want to increase or decrease the quota allocated for a territory, you can type in a value to increase or decrease by that amount (enter a negative number to decrease). |
Revised territory quota | This field shows the sum of the Planned quota field plus the Territory quota adjustment field. It represents the total quota allocated for a territory after adjustments. |