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Sales Performance Management
Publish Quota Plans to Pipeline Forecasting

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Publish Quota Plans to Pipeline Forecasting

Guide your sales reps toward meeting quotas when you publish plans from Quota Planning to territory-based forecasting types within Pipeline Forecasting.

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 publish plans:

One of these:

  • Sales Planning Admin permission set
  • Sales Planning Ops Manager permission set
  • Sales Planning Ops Analyst permission set

Confirm these items.

  • You have an active territory model with designated forecast managers in Sales Territories.
  • Your forecast type includes a territory-based hierarchy with the option to show quotas.
  1. In Sales Planning, open a sales plan, select a segment, and then open a quota plan within it.
  2. Click Publish, and then select Territory-based Forecast.
    Option to publish a quota plan to a territory-based forecast
  3. Select a territory-based forecast type and a root territory. Then, select a quota column from your plan. Identify any mismatched territories, and then publish the ones that match.
    The territory-based forecast type, its root directory, and a quota column from the plan
  4. Click Publish.
 
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