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Creating the Sales Quota Record

The first step in defining the sales quota is to create the sales quota record. This quota includes:

• A product or product line that this is the quota for. For example, this might be a quota for the sale of the X23 laptop computer or for the entire product line of computers.
• A unit of measure for the quota, such as revenue from sales or number of units sold.
• The value of the quota, which is the amount that should be sold. For example, if the unit of measure is Units and the quota value is 1000, then the sales quota is 1000 units sold. The value is not entered in the Sales Quota record but is rolled up from amounts entered in period records.

This task is a step in Process of Creating and Aligning Sales Quotas.

To create the Sales Quota record

1. Navigate to the Administration - Sales Quota screen, Quotas Administration view.

   In the Quotas Administration list, add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comment
   Name	Enter a name for this sales quota.
   Period Type	Select the type of period that this quota applies to, such as year or month.
   Quota Period	Select the actual period that this quota applies to. The options available depend on the period type that you selected. For example, if you selected month as period type, you could select January 2007 or February 2007 as the quota period.
   Quota Value	Displays the rolled up value for the quota, after you have done the roll up.
   Territory Hierarchy	Select the Territory Hierarchy that this quota will be applied to. Sales representatives for the territories in this hierarchy will be assigned
   Split Method	Select the split method: If you want to enter quotas for accounts and split them among contacts for that account, select Account Quota Split. For more information, see Defining Sales Quotas for Accounts. If you want to enter quotas for contacts and split them among accounts for that contact, select Contact Quota Split. For more information, see Defining Sales Quotas for Contacts.
   Product	Select the product that this quota applies to. (Enter a value either for Product or for Product line, but not for both.)
   Unit of Measure	Select the unit of measure for the quota. Options are: Calls. The quota specifies how many customer calls the sales representatives should make. Revenues. The quota specifies the money value of the sales. Units. The quota specifies the number of units sold.
   Product Line	Select the product line that this quota applies to. (Enter a value either for Product or for Product line, but not for both.)