Set up sales quota

  • Release version: Yokohama
  • Updated April 2, 2025
  • 1 minute to read

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

    Before you begin

    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

    Procedure

    1. Navigate to All >  Sales Quota Management >  Sales Quota.
    2. Select New.
    3. On the form, fill in the fields.
      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. 
      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.
      Note:
      By default, Opportunity Amount Forecast is available to the users.
      Active Select the Active check box to activate this quota.
    4. Select Submit.
      The sales quota has been assigned to sales team.