---
schema_version: "1"
id: 8e3ba42ba8f0853d25c2c23f2d8e3461c0b3823f3a9c1daad95796b8437938a9
title: Allocate Metrics to 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_metrics.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_plans_allocations_metrics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a40d6eb9046795e6618c08fbd648265dee270eda2969f7ba58c22ebc50853bb1
description: Distribute allocations for quotas, budgets, headcount, and any other metrics that matter to your company by fiscal period in Legacy Sales Planning.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d72067e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72067e70 ">To allocate metrics:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72067e70 ">
              <p>Data Pipelines Base User permission set license</p>
              <p>Data Pipelines Base User permission
                set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Sales Planning permission set</p>
            </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)

1. Open your sales plan.
2. In the Allocation Metrics section, click **New**. Then enter the details that apply to the metric that you’re allocating to hierarchy items.
    
    ![New allocation metric for quota](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_allocation_metric_create.png)
3. Save your changes, and then add any other metrics that you plan to allocate.
4. To allocate your metrics, click **Edit Plan**, then select **Allocations**.
5. Select the hierarchy level that you want to allocate to, and then click **Allocate**.
6. Define how to allocate your metric that you select, and then preview it.
    
    ![Options for allocating the metric that you select](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_allocation_metric_define.png)
7. If the proposed allocations appear the way you want, click **Apply**. Otherwise, adjust the allocations before you apply them.