---
schema_version: "1"
id: 16043f6f706f6e6196f4ebee27b6dab5de7d9cf4abbdf1fec869807694ba3611
title: Allocating Metrics Across Your Sales Hierarchy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_plans_allocations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_allocations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2564b3acd807a3716571e9b3a46b639d843d886a12f3983cb5a6f72d3cfb58fa
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important

Feature is scheduled for retirement as of Summer'26. See [Sales Planning version 1 Retirement](https://help.salesforce.com/s/articleView?id=005224374&type=1&language=en_US)

- **[Allocate Metrics to Your Sales Hierarchy](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_allocations_metrics.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_allocations_list_views.htm&release=264.0.0&type=5)**  
    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.