Allocating Metrics Across Your Sales Hierarchy

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

Important

Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

• 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.