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Managing Quotas

If your company administrator is not responsible for setting your quotas, you can create and update quotas for periods throughout the year using the Edit Quota page. This allows you to compare and adjust your quotas against forecasts. You also can review your quota target history for every period, in each year.

After a quota is created, the monthly quota values are automatically reflected in the forecast after the forecast is generated. All active quotas are added together for the month and the totals are displayed in the forecast. If you do not want a quota to be included in your forecast, set the Status field to Inactive until you are ready to track the quota.

To manage your quota

  1. From any page, click the My Setup link in the top right corner.
  2. From the Personal Homepage, click the Personal Profile link in the Personal Profile section.
  3. From the Personal Profile page, click the My Profile link in the Personal Information section.

    My Profile allows you to define quotas and sharing groups, as well as change your currency, language, and time zone.

  4. On the Personal Detail page, scroll down to the Quotas section, and then click New Quota.

    Existing quotas appear in the Quotas list, and can be sorted by year, name and status. If you want to modify a listed quota, select Edit in the record-level menu for the quota record you want to edit. To remove a quota from the list, select Delete in the record-level menu for the quota record you want to delete.

  5. On the Edit Quota page, complete the required fields for the new quota:
    1. Select the calendar year in which the quota will begin.

      NOTE: The year that you select on this page is the calendar year, not the fiscal year. The fiscal year can be different from the calendar year. For example, your company's fiscal year might begin on 01 April and end on 31 March (in the following calendar year).

    2. Make sure the Status is Active.
    3. Enter a name for the quota.
  6. Enter quota information for each month. (The monthly quota fields start with the first month of your company's fiscal year.)
  7. Save the quota.

To spread a total quota amount evenly across months of the year

  1. On the Personal Detail page, scroll down to the Quotas section, and then click New Quota.
  2. On the Edit Quota page, enter the required information, making sure the quota Status is Active.
  3. In one of the month fields, enter the total quota amount for the year, and then click Sum.

    The amount appears in the Total Quota field.

  4. Click Spread.

    The total amount is spread equally across the 12 months of the year, and the apportioned amount appears in the fields associated with each month.

  5. Save the quota.

    The quota appears in the Quotas list.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.