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-

1. Click edit ( ) icon in the plan column on the Forecast screen.
2.  Enter your sales plan.
3. Press enter key or click tick mark ( ) icon to save your plan.

• Uploading a forecast plan-

1. Click menu ( ) icon beside Forecasts.
2. Select Download Template.
   Forecast template is downloaded. It has all the columns as your Forecast screen.
3. Update the Plan column and the other editable columns such as Commit, Mostikely, and so on in the template.
4. Again click menu ( ) icon beside Forecasts as in the step 1.
5. Select Upload Plan and upload the updated template.