Achieve team quota by using a strategic plan for sales managers and reps in one place.
Reps identify key accounts and estimate attainment against key targets. And their managers
identify the rollup values of their reps, provide guidance to the reps who need it, and drive
overall 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
Quota Attainment Planning for Administrators Get your sales teams on the same page with their leadership when you help managers and reps work together to develop strategic plans for achieving quota in a centralized location.
Quota Attainment Planning for Sales Managers Drive overall quota attainment by using a strategic plan that you develop with your sales reps. Identify rollup values for measuring performance, provide guidance to reps, and meet leadership requirements—all in one place.
Quota Attainment Planning for Sales Reps Improve the likelihood of reaching quota by using a strategic plan that you develop in partnership with your manager. Consider key accounts, attainment estimates against targets, and potential products and services.
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