Allocating quota using hierarchy-based target setting
Hierarchy-based target setting allows you to set quota targets at a hierarchy level. Subsequently, in the allocations pane, you see a breakdown of items based on your chosen hierarchy for target setting. For example, if you chose Product as the hierarchy for target-setting, you'll see the items within the product level (i.e category of products) so that you can individually set targets for each of your product categories. You can manually enter your targets for these and we'll allocate the numbers accordingly when your perform top-down allocation.
To allocate quota using hierarchy-based target setting, see:
Setting up hierarchy-based target setting on the battle card