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New video tutorials for Sales Planning Cloud — Cloud Customer Connect
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New video tutorials for Sales Planning Cloud

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edited Nov 7, 2018 3:19PM in Planning

Summary

2 new video tutorials

Content

Hello. We are pleased to announce the availability of the following new video tutorials for Sales Planning Cloud:

Setting Quota Targets

Learn how to set sales quota targets. You base targets on previous year’s sales data and plan quota with a data-driven approach. You create plans by collaborating with key participants. You follow best practice methodologies which can include running a time series based prediction and using what-if scenario analysis.

Performing Top Down Sales Quota Planning

Learn how to distribute sales quota targets throughout your sales organization. After setting sales quota, you run allocations to push sales quota data down the hierarchy and can either push it one level at a time or all the way down to customer accounts. You then review assigned quotas and make any necessary adjustments.

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