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Allocating quotas below territories

If you want to allocate and adjust quotas at a more granular level than territories, you can further break down your quotas using your hierarchies. This lets you view a breakdown of your quotas in the data tray. For example, you can break down your quotas by customer accounts and then view and adjust quotas for each customer account within a territory. You can select up to two hierarchies to break down your quotas: Customer Accounts and any custom hierarchies.

Note

Currently, we do not support quota breakdowns by Geographies.

To allocate quotas below territories, see: