Overview
Configure revenue operations to align with your business. Settings impact dashboards, analytics, forecasts, exports, and playbooks.
Access
Navigate to /revenue-intelligence/settings. Admin/RevOps permissions required for some areas.
Quick Setup Wizard
- Setup Choice: Auto, Manual, or Skip
- Enable Features: Quotas, Forecasts, Territories, ML/AI
- Defaults: Period, targets, and basic thresholds
- Complete: Applies configuration and returns to Settings
Forecast Settings
- Choose forecast sources and weights (ML, manual commit, execution health)
- Configure confidence ranges and visibility
- Define role‑based access by organization/team/individual
Quota Settings
- Set targets by rep/team/segment
- Align to fiscal calendars and time zones
- Control attainment calculation and exclusions
Territory Settings
- Define territories, assignment rules, and coverage thresholds
- Add/remove accounts, apply industry/size filters
- Use search and multi‑select to manage account lists
Teams & Roles
- Maintain team hierarchies and rep ownership
- Map roles to views and permissions
Metrics Settings
- Choose which KPIs appear across dashboards
- Set thresholds for pipeline coverage, velocity, win rate, etc.
ML & AI Settings
- Review org metrics, training status, and feature importance
- Start/stop training; monitor progress and readiness
Data Quality Settings
- Define required fields and minimum completeness
- Review hygiene issues and forecast confidence impact
Advanced Settings
- Fine‑tune caching, polling, and experimental features
- Control integrations and export defaults