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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. The quota may be a monetary goal such as 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, see Siebel Incentive Compensation Administration Guide.

  1. Creating Campaign Quota Plans. Create the quota plan and specify the period it will be in effect.
  2. Defining Quotas for the Plan. Specify the objectives for each quota, and how performance is measured.
  3. Assigning Awards to the Campaign Quota Objective. Define the incentives that participants receive for meeting quota objectives.
  4. Assigning Campaign Quota Plan Participants. Select team members eligible to participate in the quota plan.

 Siebel Marketing Guide 
 Published: 23 June 2003