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Setting up hierarchy-based target setting on the battle card

There is an option on the battle card that allows you to set hierarchy-based quota targets. You can select a hierarchy that has up to 100 members.

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

  2. Click the more options menu dots-three-vertical.png on the battle card where you want to configure target-setting.

  3. Click Edit.

  4. Under Hierarchy-based target setting, select a hierarchy to set quota at a granular level.

  5. Click Update.