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Quota builder
Start from history or a company total. Split by territory, person, product and month with standard rules such as even, proportion to last year, weights or seasonality. Export or upload any level in Excel.
PLANNING · QUOTAS AND TERRITORIES
Quotas that are built, approved and locked before they pay.
Build quotas from last year’s sales or a company total, split them across territories, people, products and months, and take them through manager review and approval. The approved plan is locked; changes during the year go through dated change requests, so closed periods never move.
Quota builderReview and approvalPlan what-ifTerritory planning · Planned
WHAT IT COVERS
Targets that are part of the record.
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Review and approval
Managers propose changes for their own teams in a review round. The planner collates them, an approver who did not build the plan signs it off, and sellers acknowledge their quota.
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Plan what-if
Try changes to rate, quota, accelerator and cap against last year’s actuals or a forecast, and see the effect on pay before a plan change is approved. Sellers try the same levers on their own pay in My Pay.
TERRITORY PLANNING · PLANNED
Territories balanced by value and gap.
Planned: see each territory’s potential next to its quota and the people who cover it, find where value and coverage do not match, and propose changes that go through the same review and approval as quotas. Not a current feature.
Available todayDated territory assignments and realignments
PlannedValue and gap by territory and payee band
PlannedProposed changes through review and approval
WHAT COMES NEXT · PLANNED
From setting targets to judging the spend.
Incentive budgets, territory design and analytics on whether incentive spend worked are planned under Optimize. They are not current features.
Available todayQuotas and approval
Available todayPlan what-if
PlannedBudgets, territory design, spend analytics
NEXT STEP
Bring last year’s numbers.
Share a target and some history. We build a quota split with you and show how it connects to the commission plan.