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Process of Setting Up Campaign Quotas

Quotas are used by Siebel Marketing and Siebel Campaigns and may be set up for a campaign as an incentive for agents to meet target goals. A quota is a goal, such as a monetary goal for generating a certain amount of revenue for a campaign, or it may be a nonmonetary goal such as making a certain number of calls within a time period.

To develop a quota plan with measurable objectives and rewards for success, use the following process and the quota view tabs to define details. For more information, read Siebel Incentive Compensation Administration Guide. To set up campaign quotas, perform the following tasks:

1. Creating Campaign Quota Plans
2. Defining Quotas for the Plan
3. Assigning Awards to the Campaign Quota Objective
4. Assigning Campaign Quota Plan Participants