Improve the likelihood of reaching quota by using a strategic plan that you develop in
partnership with your manager. Consider key accounts, attainment estimates against targets, and
potential products and services.
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 |
- Create Your Plan for Quota Attainment
Reach your quota by using a plan that you create with input from your manager in Quota Attainment Planning. Prioritize important accounts, track expected revenue, and itemize potential losses.