---
schema_version: "1"
id: ca83a291e4cf0807b2d98136e4011954c5740c270ef3d4edcc8b9e78792c09ae
title: Plan Quotas from Territory Alignments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quota_planning_alignments.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quota_planning_alignments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 06f03c6e1a255939c6980a3c60154cf94c3b2cf34895e923d5d2185d8679c363
description: Create quota plans fast when you incorporate stamped territory hierarchy, owner, and attribute data from alignments that you create in Territory Planning. Analysts plan quotas from stamped alignments within Sales Planning segments.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Plan Quotas from Territory Alignments

Create quota plans fast when you incorporate stamped territory hierarchy, owner, and attribute data from alignments that you create in Territory Planning. Analysts plan quotas from stamped alignments within Sales Planning segments.

### 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d51884e70">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d51884e70 ">To plan quotas from territory alignments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d51884e70 ">
              <p>One of these:</p>
              <ul>
                <li>Sales Planning Admin permission set</li>

                <li>Sales Planning Ops Manager permission set</li>

                <li>Sales Planning Ops Analyst permission set</li>

              </ul>
              <p>AND</p>
              <p>One of these:</p>
              <ul>
                <li>Query for Datapipelines User for Sales Planning permission set</li>

                <li>CRM Analytics Plus User permission set</li>

                <li>CRM Analytics Growth User permission set</li>

              </ul>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

          </tr>
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1. In Sales Planning, open the segment you want to plan quotas for.
2. In Quota Plans, click **New**, and then build your quota plan with territory data.
    
    ![Quota plan builder with territory data](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_planning_territory_data_1.png)

![Quota plan from a territory stamp](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_planning_territory_data_2.png)

The quota plan includes all the territories and attributes that you included in your territory stamp for the segment.