Salespeople with quotas

Assign sales quotas to individual sales person and distribute the sales targets for the organization. Using sales quotas, you can assess sales people/territories  performance, and the progress towards the organisational targets set for a financial year.

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You must set the fiscal year details before you attempt to assign quotas. Based on the fiscal period, you can set monthly, semiannual, or annual quotas. More information: Work with fiscal year settings

Assign quotas to salespeople

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  1. Make sure that you have the System Administrator or System Customiser security role or equivalent permissions.
green_diamond_arrow Check your security role

a. Follow the steps in View your user profile.

b. Don’t have the correct permissions? Contact your system administrator.

  1. Go to Settings > Business Management. (How do I get there?)
  2. Choose  >  tab.

See Also

Work with fiscal year settings

Define related products to increase chances of sales