Allocate metrics that matter for your company’s fiscal periods in Legacy Sales Planning.
For example, allocate metrics for quotas, budgets, headcount, and anything else that plays a role
in your planning processes.
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
Allocate Metrics to Your Sales Hierarchy Distribute allocations for quotas, budgets, headcount, and any other metrics that matter to your company by fiscal period in Legacy Sales Planning.
Show Specific Details when Allocating Metrics Allocate metrics while accessing the most relevant details in your list views. Add columns that show specific fields based on your assignment objects in Legacy Sales Planning.
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