Skip to main content

Adjusting quota allocations

An administrator or contributor can make adjustments to quota allocations for each territory. This feature is useful if new information becomes available or if a territory has a higher growth potential than another.

Tip

For more information when making quota adjustments, you can view the gap between the battle card's business target and the planned territory quota. To view this, click Plan quotas on the battle card to open the Plan targets page. From here, select a battle card, territory group type, or territory group pill. The Allocations pane shows you data about the allocated quota, including the gap between your business target and territory quota. You can make adjustments to your territory quotas to close this gap.

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

  2. Click the Quota view.

  3. On the battle card canvas, select a battle card.

  4. On the data tray, click the Quota sheet tab.

  5. Click the expand icon chevron--right.png next to the Quota Adjustment column.

  6. Enter an adjustment value for each period in the planning cycle. This adjusts the total allocated quota for the territory. The Updated Quota column updates to show the new quota amount.

  7. Enter a comment in the Comments column to explain the reason for your change.