Documentation Index

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Apply a ramp

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A ramp reduces an individual's target during their ramp-up period — for example, the first few months after a new hire's start date — based on a ramp profile and the individual's coverage start date. A ramp layers on top of the target's schedule rather than replacing it.

Before you begin

  • Create a target and, if it's a timeseries target, optionally apply a schedule.

  • Ramp profiles require an applicable territory coverage assignment.

Apply a ramp

  1. Go to the appropriate module (Territories | Teams | Product) > Manage Targets.

  2. Click Actions > Edit target details.

  3. In the Adjustments section, click Add Adjustment.

  4. Select Ramp Profile.

  5. Choose the ramp profile to apply.

  6. Adjust the currency or percentage amount for each month, if needed — otherwise the profile's default percentages apply.

  7. Click Save.

About ramp profiles

Ramp profiles can be prorated based on the number of days an individual actually worked in a month, rather than treating every month as a full month. This keeps ramp timing accurate when someone starts or transfers mid-month.

Note

When a target has multiple assigned roles, the order the roles are added prioritizes that role's ramp profile for the target. See Create a target.