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Managing Your Quota

Either you or your company administrator can set up your quotas. As an end user, you do not require any special privilege, however your company administrator requires the Manage Users and Access privilege to set up your quota.

You can review and modify existing quotas or enter new quotas and calculate them by:

  • Entering a yearly quota, which the system spreads evenly over the year
  • Entering a quota for each month, which the system totals for the year

You can make a quota active at any time. After you activate a quota, Oracle CRM On Demand uses the quota information to populate fields in the Forecasting pages. It saves your targets for each year, allowing you to review your target history, and compare your forecasts with your quotas. For additional information, see Managing Quotas.

NOTE: You can have more than one active quota per year. Since only active quotas are used when creating your forecast, make sure that you activate all of the quotas that you want included in your forecast.

To define your quota

  1. In the upper-right corner of any page, click the My Setup global link.
  2. In the Personal Profile section, click the Personal Profile link.
  3. In the Personal Information section, click the My Profile link.
  4. In the Personal Detail page, scroll to the Quotas section.
  5. In the Quotas section, click New Quota.
  6. In the Edit Quota form, enter the Quota Begins and Name for the quota.
  7. Do one of the following:
    • To spread a yearly quota evenly over the fiscal year, enter the amount in the Total Quota field and click Spread.
    • To add the monthly quotas together, enter an amount for each month and click Sum.

      NOTE: Clicking Sum adds all monthly quota entries and displays the total in the Total field.

  8. Save the record.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.