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Calculating the Sales Quotas for Management

After publishing the sales quotas for sales representatives, calculate the sales quotas for the district managers and regional managers of those sales representatives. The calculated quotas for managers is a roll-up of the quotas of their reports.

This task is a step in Process of Creating and Aligning Sales Quotas.

To calculate sales quotas for management

1. Navigate to the Territory Management screen, Territories Administration view.
2. Select the record for the appropriate territory.
3. In the Territory form, Click Calculate.