If you are adding a component to an existing Plan, navigate to the 'Plans' page in the left-hand navigation. Click the name of the plan you want to add the component to in order to open the plan details to view the plan structure, and then click ‘Edit Plan Components’.

If you are creating a new plan, go to the 'Plans' page in the left-hand navigation and click '+Add Plan' in the top right-hand corner.

You can drag and drop quota components into the Plan Structure section or click ‘+ Add Quota or Component’ in the Plan Structure.

To edit the template, click ‘Edit’ on the right-hand side of the component.

First, give the component a name and then provide a description of the component.

Next, determine the type of quota: decide whether it will be based on a currency value or a quantity.

You’ll then choose whether the quota is recurring or temporary. Recurring quotas are typically used for monthly, quarterly, or annual structures, while temporary quotas work well for SPIFs or time-bound bonuses, like a "Fast Start Bonus" for the first four months of the year.

For a recurring quota, you’ll also decide whether it remains the same or changes over time. For example, you could set quotas to change weekly, monthly, quarterly, or annually. If the quota is meant to stay consistent for the year, select the option to remain the same.

Finally, set a default quota amount. After adding members, you can assign individual quotas if the plan involves multiple team members with different quotas. When all changes are complete, click ‘Save’ to finalize the component.