New Feature – Sales Quota Management – Establishing Quotas

Features for setting Quota at the Group Level include:

  1. ‘Fiscal Year’ options include the previous year, current year and 2 subsequent years.
  2. There are between 1 and 12 periods for quota values depending on the ‘Quota Periods’ setting on the ‘Quota Setup’ page.
  3. Quota for a specific group can only be set by the user associated with the group or by a user with user type of ‘Administrator’.
    1. For users with user type ‘Administrator’, the user must have the privilege ‘Can Set Quota’.
    2. For users with user type ‘Organization’, the user must have the privilege ‘Can Set My Quota’.
  4. Users without the correct privilege will not see the ‘Quota’ section.
Sales Quota - Group Level

Sales Quota – Group Level

Features for setting Quota at the Account Manager Level include:

  1. ‘Fiscal Year’ options include the previous year, current year and 2 subsequent years.
  2. There are between 1 and 12 periods for quota values depending on the ‘Quota Periods’ setting on the ‘Quota Setup’ page.
    1. Quota for a specific account manager can only be set by the user associated with the group associated with the account manager or by a user with user type of ‘Administrator’.  In both cases, the user must have the privilege ‘Can Set Quota’.
  3. Users without the correct privilege will not see the ‘Quota’ section.
Setting Sales Rep Quota

Setting Sales Rep Quota

Setting quota for the Partner and Partner Rep are similar to the Group and Account Manager.

In the next blog post we’ll take a look at reporting on sales quota and forecast.  Note, before you can see the Quota reports, you must have quota assigned.

Explore posts in the same categories: General Info, LeadMaster F.A.Q, LeadMaster Solutions, What's New at LeadMaster

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