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Cumulative |
This check box indicates whether or not the quota is cumulative. |
Description |
A description of the quota. |
End |
The end date of the quota period. |
Factored Target Amount and Factored Target Qty |
The amount of the target after the factors have been applied by the manager. The factored target begins with the adjusted target amount and then is changed based on the factors. After the manager applies necessary factors to the quotas for that manager's next-level reports, this field is updated. |
Initial Target Amount and Initial Target Qty |
The starting target of the position on this quota. This amount is set by the compensation administrator. |
Measure Period Type |
Determines how often the quota attainment is calculated. |
Performance Measure |
The first variable measured by the rule. The performance measure depends on the selected rule type. |
Position |
The position of the participant. |
Quota |
The name of the quota. |
Quota Period |
The quota set for the duration of the period. |
Roll Down |
The check box determines whether or not this quota is available for managers to roll down to their next-level reports. |
Roll Up Target Amount and Roll Up Target Qty |
Final amount or quantity after the manager has adjusted and applied factors. This amount is not imported as the target amount or quantity for quota by default. Target amount or quantity for the quota is the factored amount. It is not modified by the compensation administrator. |
Sales Hierarchy |
Name of the sales hierarchy with which the quota is associated. |
Seasonality Skew |
If a seasonality skew has been applied to the quota so that the target is not spread evenly over the entire quota period, it appears here. |
Status |
The status of the quota. The status defaults to In Progress and is changed to Approved. The status change is visible to the manager and the status field in the Quota Explorer view is updated. This field is informational only. |
Territory |
If the quota is associated with a territory, it appears here. |