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Sales Performance Management
Account for Ramp and Seasonality When Planning Quotas

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Account for Ramp and Seasonality When Planning Quotas

Anticipate ramp-up time for new reps and consider tenure of experienced ones when you plan quotas. Also, consider seasonal sales patterns and other realities that affect your business in Quota Planning.

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 plan quotas:

One of these:

  • Sales Planning Admin permission set
  • Sales Planning Ops Manager permission set
  • Sales Planning Ops Analyst permission set
  1. In Sales Planning, open a sales plan and click Settings.
  2. Specify seasonal adjustments and add ramp profiles.
    Ramp and seasonality settings
  3. Save your changes.
  4. To account for a rep’s ramp in a quota plan, hover over the rep’s territory and select Open. Then select a ramp profile.
    Ramp selection for a rep
    Ramp-adjusted quotas appear in the Quota (Ramped) column.
 
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