Manage ramp profiles

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  • Updated on Sep 24, 2025
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Ramp profiles reflect the time it takes for a person or territory to achieve full productivity and are built on a role-by-role basis. They apply to territory coverage assignments, targets, and capacity planning (scenarios). For example, when you set a person-level target in the teams module like a quota, apply a pre-configured ramp profile as a target adjustment to automatically adjust the person’s target based on that ramp profile.

Create a ramp profile

  1. Go to Roles > Manage Roles.

  2. Find the role you want to add a ramp profile to.

  3. Click the menu â‹® > Edit.

  4. Go to the Ramp Profiles tab.

  5. Click Add.

  6. Complete the following fields:

    Field

    Description

    Type

    The type corresponds with the territory coverage assignment type. From the dropdown select one of the following:

    • New Hire: TBH placeholder coverage assignments.

    • Normal: Normal coverage assignments

    • No Coverage:  Accounts for business generated through channels that are not directly managed by a coverage assignment (organic inbound, partner-led sales, when building sales targets on unassigned territories).

    • Replace: TBR placeholder coverage assignments.

    • Temp: Temporary coverage assignments.  

    • Transfer: TBT placeholder coverage assignments.

    Name

    Type a name for the ramp profile that will be referenced.

    Start Date Field

    From the dropdown, select the field which determines the ramp profile start date. The default is Assignment Start Date (the territory coverage assignment start date).

    Cut-Off Date

    From the dropdown, select the date when the ramp starts in the month:

    • Last Day of the Month: Calculates from the last day of the month.

    • Prorated: Calculates the first month based on the start date and prorates the ramp for days worked.

    • Specific day of the month: Calculates from the selected day of the month. For example, if you select 15 and the person’s start date is July 16, the first month of their ramp is August.

    Ramp Profile

    Displays the ramp period on a month-by-month basis. Each month is allocated a percentage that indicates expected productivity. To configure the Ramp Profile:

    1. From the Actions column, click edit .

    2. In the Ramp Profile window, click New Month to add a month, add as many months as needed. The number of months determines the length of time for the ramp profile.

    3. In each month field, type the percentage of productivity expected for that month. The final month must be 100%.

    4. Click Confirm.

      Example of ramp set over 3 months increasing 30% to 100%.

  7. Click Save.

Edit or delete a ramp profile

  1. Go to Roles > Manage Roles.

  2. Find the role you want to update a ramp profile for.

  3. Click the menu â‹® > Edit.

  4. Click the Ramp Profiles tab.

  5. Find the ramp profile you want to manage.

  6. Complete one of the following processes, as needed:

  1. From the Actions column, click Edit.

  2. Make changes to the Profile Name, Annual Productivity Goal, Monthly Productivity Breakdown, or Ramp Profile as needed.

  3. Click Save & Exit.

  1. From the Actions column, click Delete.

    Warning

    There is no confirmation when you delete a productivity profile and this action cannot be undone.