This task requires the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions
In the Navigation Pane, click Settings, click Administration, and then click Users.
Open the user record for the salesperson to whom you want to assign a sales quota A revenue objective specified as a monetary amount that has been assigned to a salesperson for a specified fiscal period..
On the Actions menu, click Manage Quotas.
From the Fiscal year list, select the name of the fiscal year for which you want to add a sales quota.
In the Quota column, type the amount of the salesperson's quota for the year you selected.
Click Apply, and then click OK.
Repeat steps 4 through 6 for each fiscal year to which you want to assign a quota for this salesperson.
When you have finished assigning sales quotas to this salesperson, click OK.
Click Save or Save and Close.
Important
Quotas cannot be set for salespeople until the fiscal year A span of time during which the financial activities of an organization are calculated. A fiscal year is divided into fiscal periods, typically defined as semesters, quarters, or months. The organization determines the dates that begin and end its fiscal year, which may not correspond to a traditional calendar year. has been set for your organization. More information: Work with Fiscal Year Settings
To view existing sales quotas, open the salesperson's user record, and under Common, click Quotas. Details about the sales quota for the current fiscal year appear on the Current Fiscal Year tab. To view all of the sales quotas that have been assigned to this salesperson, click All Fiscal Years.
You can also view a list of all the users in your organization to whom a sales quota has been assigned. In the Navigation Pane, click Settings, click Business Management, and then click Salespeople with Quotas.
You can also set sales quotas for multiple salespeople in your organization. Instead of opening each user record, select the salespeople from either the Users list or the Salespeople with Quotas list, and then, on the Actions menu, click Manage Quotas. Follow the instructions described in this procedure for assigning quotas to a single salesperson.
Can I do this task?
menu, click Manage Quotas.