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cleanFiles/bookmap_SAP_SuccessFactors_Territory_and_Quota_en-US_learning-sap-com_lsc-prod.zip (MMCP-DROPZONE) - 2026-04-03T05:50:56.000Z

Exploring SAP Territory and Quota

Exploring SAP Territory and Quota Organization Data

Creating Business Units

Creating Participants

Creating Positions

Creating Titles

Configuring Organization Data

Exploring Accounts

Setting up Accounts Manually

Configuring the Account View

Creating Custom Fields

Identifying the Personally Identifiable Information (PII) of a Field

Managing Account Segmentation with Account Classifier Hierarchies

Validating Account Segmentation

Creating Accounts

Exploring Products

Creating Products and Custom Tags

Creating Product Families and Tags

Creating Product Categories

Creating Products

Exploring Geographies

Defining Geographies

Mapping Geographies

Exploring Territory Programs

Configuring and Managing Territory Programs and Territories

Assigning Territory Positions

Defining Territory Rules

Creating Alignment Types

Aligning Accounts to Territories

Aligning Products to Territories

Aligning Geographies to Territories

Defining Overlay Territories

Mapping Territories

Utilizing Territory Scenarios

Creating Territory Programs

Managing Quota Settings

Selecting a Quota Methodology

Defining Quota Target Types

Setting up Quota Data

Assigning Top-Down Quotas

Configuring Top-Down Quota Custom Formulas and Predefined Filters

Customizing Labels in Quota Planning and Quota Breakdown

Distributing Top-Down Quotas

Allocating Top-Down Quota Values

Calculating Top-Down Baseline Quotas

Assigning Bottom-Up Quotas

Setting Bottom-Up Quota Baseline

Assigning Quotas

Exploring Data Integration

Importing Data with the Excel Loader

Transferring Data with the Express Data Loader

Integrating SAP Territory and Quota with SAP Incentive Management

Managing Data Integration

Understanding Territory Optimization with AI

Optimizing Territory Accounts Alignment with AI

Optimizing Territory Geography Alignments with AI

Optimizing Territories with AI

Exploring Key Metrics and Embedded Analytics with Territory Dashboard for Administrators

Exploring Key Metrics with Territory Dashboards for Reps

Reporting Key Metrics with Dashboards

Setting Up SAP Territory and Quota Users

Setting Up Roles and Permissions

Configuring Global Application Settings

Configuring Administrative Functions

Accessing Recommended Resources