Providing Quota Relief

There may be situations where, as a sales leader, you'll have to adjust quotas or reduce them to motivate your reps to perform. Setting fair and accurate quotas on territories are important to your business. In the Targets Designer, you can provide quota relief using the Relief tab.

Adding Quota Relief

To add Quota Relief:

  1. Select a target you'd like to adjust from the Targets tab.
  2. Click on the Targets Operations Menu [...] and select View Details/Edit from the drop-down list.
  3. Click the Relief Tab.
  4. To add quota relief, select the blue Relief+ button in the top right corner.
  5. The process of adding quota relief is similar to adding adjustments to your targets. Provide a description for the relief you're providing and click the pencil icon under the Action column to edit the grid. Enter the appropriate amount of relief per month.
  6. When you're satisfied with the changes made, click Confirm to apply your changes. Your target amount will be recalculated and reflected correctly in the Tops Down vs Bottoms Up tab.

Editing the Relief Amount

To edit quota relief on a target:

  1. Select a target you'd like to adjust from the Targets tab.
  2. Click on the Targets Operations Menu [...] and select View Details/Edit from the drop-down list.
  3. Click the Relief Tab.
  4. To edit quota relief, click the gray pencil icon on the relief entry you'd like to edit.
  5. Edit the description for the relief you're providing and click the pencil icon under the Action column to edit the grid. Enter the updated amount of relief per month.
  6. Acknowledge the warning and click Confirm to apply your changes. Your target amount will be recalculated and reflected correctly in the Tops Down vs Bottoms Up tab.

Removing Quota Relief

To remove quota relief on a target:

  1. Select a target you'd like to adjust from the Targets tab.
  2. Click on the Targets Operations Menu [...] and select View Details/Edit from the drop-down list.
  3. Click the Relief Tab.
  4. To remove quota relief, click the gray [X] button on the relief entry you'd like to undo.
  5. Acknowledge the warning and click Confirm to apply your changes. Your target amount will be recalculated and reflected correctly in the Tops Down vs Bottoms Up tab.