Creating a Success Plan

Success Plans are partner-specific and support annual and quarterly targets for each goal set in the associated Strategy.

1. Navigate to Partner Management > Success Plans.

2. Click Create Plan.

   

3. In Create Plan, specify the strategy upon which the plan is based and the partner to which it applies. Please note that the list of available partners is generated when you've selected a strategy. The list's decided by the partner group association designated to the strategy.

   

4. Click Save.

5. A Success Plan based on the goals set in the strategy is created. Set the annual and quarterly targets for the defined goals for the partner. When you set a target in the Plan Target column (annual) for a goal, the quarterly targets automatically generate, as an equal split of the annual target. Each target can be manually adjusted.

   

6. Click Save.