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Sales Performance Management
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            Considerations for Using Quota Attainment Planning

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            Considerations for Using Quota Attainment Planning

            Anticipate initial feature functionality and requirements when your sales managers and their reps plan for quota attainment.

            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

            Initially, Quota Attainment Planning supports these functions.

            • Quota metrics using manual entry
            • Manager hierarchies established in Salesforce, up to 25 users per manager
            • Quota plans in US dollars
            • Calendar year quota attainment plans
            • Team rollups for immediate managers but not for managers of managers
            • Scratch pad capabilities for only sales reps
             
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