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Setting up quota breakdowns on the battle card

There is an option on the battle card that allows you to break down your quotas below the territory level. You can select up to two hierarchies to use for breaking down quotas. Currently you can select Customer Accounts and any custom hierarchies, but not the Geographies hierarchy.

Note

Making changes to the hierarchies selected in the Quota breakdown by field on the battle card will reset your top-down quota allocations and quota adjustments.

  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 add quota breakdowns.

  3. Click Edit.

  4. Under Quota breakdown by, select up to two hierarchies to use to further breakdown your quota targets.

  5. Click Update.