Managing Plans in Quota

Administrators can use Xactly Quota to create and manage quota plans, submit
plans to managers, track plans that are overdue, as well as recall plans, as required.

These basic administrator operations then make it easy for managers to view and
manage quota plans for their teams, as well as quickly and easily set and compare
quota allocations for team members.

What You Can Do

As an administrator, you can complete the following tasks on the Dashboard:

• Display the quota plans defined in the organization (filtered by period or status)
• Check the status of plans
• Track plans that are overdue
• Display the allocation progress for all participants
• Initiate editing a plan
• Open the allocation page for any user

You can complete the following tasks in the Plans area:

• Display the quota plans defined for a period
• Display plan summaries
• Create a new quota plan
• Add an effective-dated quota plan version
• Display plan details
• Edit plans
• Upload allocations and analysis data
• Submit a plan to a manager
• Publish a plan, as appropriate
• Recall a plan, as appropriate
• Download quota plans for use with Xactly Incent