Loading
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create Your Team’s Plan for Quota Attainment

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Create Your Team’s Plan for Quota Attainment

            Meet and exceed leadership’s expectations by using a plan that you create based on your reps’ quota capacities in Quota Attainment Planning. Identify which reps are on the path to attainment and the ones who require guidance. That way, the whole team wins.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled
            User Permissions Needed
            To create and update quota attainment plans: Quota Attainment Planning User permission set
            1. In Quota Attainment Planning, select the year that your plan applies to.
            2. In the Territory Level Strategy area, draft your team’s strategy, and then save your changes.
            3. In the Quota area, enter your team’s overall planned quota for each quarter, and then save your changes.
              Planned team quota for each quarter
            4. To add account line items for your direct reports to address in their plans, click Customize Plans. Add rows with item details. Then save your changes.
              The rows you add can include anything that contributes to or takes away from planned quotas, such as sales estimates or expected attrition for specific products or services.
              Custom rows that address revenue or losses as they relate to quota attainment
            5. Tell your direct reports to plan for their quota attainment.
            6. Identify how your team’s performance aligns with your overall quota attainment plan.
              Summary of each rep's quota attainment plans

            Quota Attainment Planning adjusts your team’s plan based on the amounts your reps enter. Your managers can access your team summary, but they can’t access details about each rep’s quota attainment plans.

             
            Loading
            Salesforce Help | Article