Set up sales plan for a quarter
Written by Sukhmanjeet Kaur
Updated at August 2nd, 2025
As a sales leader, you can set up sales plans for yourself and your team. As a rep, you can set up a sales plan for yourself. You can set up your sales plan in any of the following two ways:
- From the Forecasts screen-
- Click edit (
) icon in the plan column on the Forecast screen. - Enter your sales plan.
- Press enter key or click tick mark (
) icon to save your plan.
- Uploading a forecast plan-
- Click menu (
) icon beside Forecasts. - Select Download Template.
Forecast template is downloaded. It has all the columns as your Forecast screen. - Update the Plan column and the other editable columns such as Commit, Mostikely, and so on in the template.
- Again click menu (
) icon beside Forecasts as in the step 1. - Select Upload Plan and upload the updated template.
