---
schema_version: "1"
id: 2e4958f3bfab6cfc08e757bb9101e278f8918d0e7cff6a839286dbb90f9a2636
title: Create Your Plan for Quota Attainment
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quota_attainment_planning_user_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quota_attainment_planning_user_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cc7b48414b9ce34eda527cf35a8bec2c90dc71d11854b8265b2d8a5bf0907501
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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.

### 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%">
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        <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="d49300e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d49300e70 ">To create and update quota attainment plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d49300e70 ">Quota Attainment Planning User permission set</td>

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1. In Quota Attainment Planning, select the year that your plan applies to.
2. In the Territory Level Strategy area, draft your strategy, and then save your changes.
3. In the Quota area, enter your planned quota for each quarter, and then save your changes.
    
    ![Planned quota for each quarter](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/quota_attainment_planning_user_plan_quarterly_quota.png)
4. To add any of your accounts that play a role in your quota attainment plan, click **Add Accounts**. Search for specific ones, or add all the accounts you own. Then flag key accounts that you consider priorities.
    
    ![Accounts in the quota attainment plan](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/quota_attainment_planning_user_plan_accounts.png)
5. To add rows in which you track your planned attainment, click **Add Custom Row**. Add as many rows for items that can affect your bottom line, such as Planned Attainment and Expected Attrition.
6. Enter the amounts that you expect to generate or lose for each item on a quarterly basis under any of your accounts.

Quota Attainment Planning adjusts your plan based on the amounts you enter and gives your manager access to your plan details.