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Set sales quotas

Give each salesperson a monthly sales target, then check how close they are. At the end, the forecast shows each owner's attainment against their quota. Adding one quota takes about a minute.

Before you start

  • Your role can open Forecast in CRM. Find it with Ctrl + K.
  • You know the owner's username, the month and the target amount.

Steps

Open Sales Quotas

  1. Press Ctrl + K, type Forecast and press Enter. Forecast is not in the CRM panel.
  2. Click Manage quotas. The Sales Quotas list opens.

You can also press Ctrl K (⌘K on a Mac), type Sales Quotas, and select it.

Add a quota

  1. Click Add. The Add Sales Quotas form opens.
  2. Fill Owner Username. It is the person the target belongs to.
  3. Optional: fill Owner Display Name.
  4. Pick the Year.
  5. Pick the Month.
  6. Type the Target Amount.
  7. Check Currency. It defaults to INR.
  8. Click Submit. The message Quota created appears.

Each owner can have 1 quota per month.

Check progress against a quota

  1. In the Sales Quotas list, find the row.
  2. Click View in the Achievement column.
  3. The Forecast vs Quota window opens for that month.

Troubleshooting

Issue Cause Fix
A quota for this owner and period already exists. That owner already has a quota for that month. Edit the existing quota instead.
Target amount must be positive. Target Amount is 0 or less. Enter an amount above 0.
Month must be between 1 and 12. The month is out of range. Pick a month from 1 to 12.
Forecast vs Quota shows the whole team's figures The report cannot filter by owner yet. Compare the owner's quota with Won by owner on the Dashboard.