---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Set up sales quota

# Set up sales quota {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Assign quota targets to sales representatives and managers based on their hierarchy, role, and forecast period.

## Vorbereitungen

Sales agents and managers can set the quotas/targets for a specific period and distribute. The quota can be assigned to a sales group as well. Quotas can be imported from external sources or entered manually in the system.
Bulk import can be done by system administrator only.

Role required: sn_quota_core.quota_admin

## Prozedur

1. Navigate to All Sales Quota Management Sales Quota.
2. Select New.
3. On the form, fill in the fields.  
   {#setup-sales-quota__table_fjd_str_w2c__entry__2}

   | Fields | Description |
   |-|-|
   | Owner | Name of the owner of the team the quota has been assigned to. |
   | External ID | ID of the owner of external source from which the quota is imported from.​ |
   | Sales team | Reference field to User Group in which the quota is assigned for.  |
   | Territory | Reference field to the Territory in which the quota is assigned for.  |
   | External Source | Name of the external source in which the quota is imported from.​ |
   | Period | Select a specific time period to assign this quota. |
   | Amount | Select the currency and the amount of money to assign as quota to a team or an individual. |
   | Type | Indicates if the quota is owned by an individual or at the roll up level.​ |
   | Forecast Model | Select the forecast model. Hinweis: By default, Opportunity Amount Forecast is available to the users. |
   | Active | Select the Active check box to activate this quota. |
   [ ]

   {#setup-sales-quota__table_fjd_str_w2c}
4. Select Submit.  
   The sales quota has been assigned to sales team.