Activity weights and product weights in weighted goal plans
Key Takeaway
In a weighted goal plan, each activity counts toward the goal by its weight. A higher Activity Weight Value or Products Weightage makes each matching activity count more, so a rep needs fewer of them.
A weighted goal plan is an activity plan of type Weighted Territory Goals. In a standard plan, every activity counts the same. In a weighted goal plan, admins give each activity type, or each product and channel combination, a weight so that higher-impact activities count more toward a sales rep's goal. Reps can then reach the same goal through different mixes of activities.
Activity plan types
Activity plans come in three types:
- Account Goal: each activity or activity-product combination counts as a single increment toward the goal.
- Weighted Territory Goals: choose this type when the requirement is to set different weights for each activity type. A territory can have only one activity plan of this type.
- Account Goal Shared: you assign multiple territories to one plan, so reps from any linked territory can contribute to a common account goal.
Any plan of type Weighted Territory Goals is also called a weighted activity plan.
Activity Plan Adjustment Requests are not available for the current cycle of a Weighted Territory Goals plan. The same limit applies to Account Goal Shared plans.