Bookshelf v7.5.2: Defining Quotas for the Plan

Siebel Marketing Guide > Campaign Plans and Campaigns > Setting Up Campaign Quotas >

Defining Quotas for the Plan

After you define the quota plan, add quota objectives that participants must meet to receive incentives. Prior to adding new quotas, add the appropriate Quotas, Awards, and Plan Participants.

To add quota objectives to the quota plan

Use the step in the following list that applies to your product:

In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.

In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.

In the Campaigns list, select the campaign and click the Quotas view tab.

In the Quotas list, locate the quota plan and drill down on the Name hyperlink.

The quota plan details are displayed in the Plan Quotas form, and quota objectives are displayed in the Quotas list.

In the Quotas list, create a new record.

In the Add Quota Objectives dialog box, select an objective and click OK.

Repeat Step 4 and Step 5 to add additional quota objectives to the quota plan.

To edit quota objective values

Use the step in the following list that applies to your product:

In Siebel Marketing, from the application-level menu, choose View > Site Map > Campaigns > All Campaigns Across Organizations.

In Siebel Campaigns, from the application-level menu, choose View > Site Map > Campaign Administration > All Campaigns Across Organizations.

In the Campaigns list, select the campaign and click the Quotas view tab.

In the Quotas list, locate the quota plan for which you want to edit objectives and drill down on the Name hyperlink.

The quota plan details are displayed in the form, and quota objectives are displayed in the Quotas list.

Select the quota objective, and change values in the appropriate fields.

Some fields are described in the following table.


Field	Comment
Description	Type a detailed summary of the quota objective.
Performance Measure	Select the performance measure from the drop-down list. Options are Revenue and Units. Revenue typically corresponds to Amount and Units corresponds to Quantity.
Quota	(Required) Any name that makes sense for the quota.
Quota Type	Select the performance type from the drop-down list. Options are Amount and Quantity.

The modifications appear in the record when it is subsequently opened.