Anticipate initial feature functionality and requirements when your sales managers and
their reps plan for quota attainment.
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 |
Initially, Quota Attainment Planning supports these functions.
- Quota metrics using manual entry
- Manager hierarchies established in Salesforce, up to 25 users per manager
- Quota plans in US dollars
- Calendar year quota attainment plans
- Team rollups for immediate managers but not for managers of managers
- Scratch pad capabilities for only sales reps
