Siebel Incentive Compensation Administration Guide > Plan Design >
Creating a Stand-Alone Quota
You can create a stand-alone quota—the target amount or number of expected sales for a sales representative. If you use the quota setting tool, you can create quota targets for the entire sales team or selected groups. To create a stand-alone quota
- From the application-level menu, choose View > Site Map > Incentive Compensation Administration > Quotas.
- In the Quota list, click New, and complete the fields for the new record.
The table that follows describes the fields.
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Name |
The quota name. |
Quota Type |
Amount is the quota amount. Quantity is the quota quantity. |
Performance Measure |
Quota Attainment is calculated using the revenue of the selected performance measure divided by the Quota Target. n Revenue is the amount of revenue.
n Units are the units of measure.
n Com Cred Rev (Commission Credit Revenue) is the amount of commission credit revenue.
n Quota Cred Rev (Quota Credit Revenue) is the amount of quota credit revenue.
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Period |
Click the select button, and in the Pick Period dialog box query for a specific Month, Quarter, or Year for the filter criteria period. |
Measure Period Type |
Select the period for the performance measure. Options are Day, Week, Bi-Weekly, Month, Quarter, Half-Year, or Year. |
Cumulative |
Select the check box to indicate that the quota is cumulative for the selected period. |
Display |
The check box is selected (default) to display the quota. You can clear the check box. |
After creating a quota, you can perform the following tasks:
- Associate a quota with a compensation plan
- Associate a plan quota with a plan rule
- Spread a quota
- Personalize a quota target for a participant
- Revise or replace a quota
For more information, see Quotas.
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