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Allocating hierarchy-based quota targets from the top down

You can use the top-down quota allocation feature to set hierarchy-based quota targets.. It works in exactly the same way as top-down allocation to territories, but we'll use your hierarchy selection to go to the level of hierarchy members. For example, if you've set up your battle card to set targets by industry, we'll allocate quotas from the top down by industry for the accounts in your territory. Once the top-down allocation process completes, you can click the value in the Updated quota column to see how quota is allocated across the accounts (or product or industry, depending on your breakdowns) for that territory.

Before allocating quota below territories from the top-down, make sure you've completed the following tasks:

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Quota view.

  3. On the battle card canvas, choose a battle card, and then click Plan quotas.

  4. On the Plan targets page, click the top-level pill (representing the battle card) to allocate quota from the top-down for all territories in that battle card.

  5. On the Allocations pane, from the Based On drop-down list, select how you want to allocate your quota:

  6. On the Allocations pane, you'll also see a breakdown of your hierarchy that you selected for target-setting on the battle card. Enter values to allocate individual quota for the hierarchy members.

  7. Click Allocate quotas.

Note

Currently, Preserve quota adjustments is disabled when you have hierarchy-based target setting enabled. breakdowns. This means that you will lose any quota adjustments when you run top-down allocation.