---
schema_version: "1"
id: e8be05c8174ad7eff9dabbdfee7f17a2e04fdebd91b21fa580223455f7d81da2
title: Publish Quota Plans to Pipeline Forecasting
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quota_planning_pipeline_forecasting.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quota_planning_pipeline_forecasting.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ca67a95f8dd4ee79676562ca15f09c3510fabffeb66375e4e1adb8df4960c1c9
description: Guide your sales reps toward meeting quotas when you publish plans from Quota Planning to territory-based forecasting types within Pipeline Forecasting.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Publish Quota Plans to Pipeline Forecasting

Guide your sales reps toward meeting quotas when you publish plans from Quota Planning to territory-based forecasting types within Pipeline Forecasting.

### 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="d27472e68">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27472e68 ">To publish plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27472e68 ">
              <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>
            </td>

          </tr>
        </tbody>
      </table>

Confirm these items.

- You have an active territory model with designated forecast managers in Sales Territories.
- Your forecast type includes a territory-based hierarchy with the option to show quotas.

1. In Sales Planning, open a sales plan, select a segment, and then open a quota plan within it.
2. Click **Publish**, and then select **Territory-based Forecast**.
    
    ![Option to publish a quota plan to a territory-based forecast](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/spm_quota_planning_publish_to_pipeline_forecasting.png)
3. Select a territory-based forecast type and a root territory. Then, select a quota column from your plan. Identify any mismatched territories, and then publish the ones that match.
    
    ![The territory-based forecast type, its root directory, and a quota column from the 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/spm_quota_planning_publish_to_pipeline_forecasting_prompts.png)
4. Click **Publish**.