Quotas Home

Use this page to view your sales quota for a specific time period. Managers can set sales quotas for their direct reports.

The Quotas Home page displays the following:

  • A Shortcuts menu that displays the following options:

    When you select a time period, the page displays your quota, if any. It also displays a list of any direct reports along with details of their assigned quota for the time period such as the last time the quota was modified and its current status. The status of committed quotas displays as "Assigned" and the status of uncommitted quotas displays as "Pending". The Quota Amount column lists the individual quotas as well as the total amount for all quotas for you and any direct reports.

    To create a quota or modify an existing one, enter or revise the following information:

    Click Save to save the information.