Territory Quota Rollup
This ERD (see the following figure) covers sales quotas setup and quota rollup in the territory management system. It illustrates assigning sales quotas to periods, contacts, accounts, regions, and ZIP codes. These assignments can be spread over different periods. As each territory consists of a set of contacts, accounts, regions, and ZIP codes assigned with quotas; the quotas can be rolled up to each territory or each territory for each period.
The following table lists the entities in this ERD and their corresponding tables.
| Entity | Table |
|---|---|
|
Sales Quota |
S_SLS_QUOTA |
|
Territory |
S_TERRITORY |
|
Territory Quota |
S_TERR_QUOTA |
|
Account/Quota |
S_QUOTA_ACCNT |
|
Contact/Quota |
S_QUOTA_CON |
|
Geo/Quota |
S_QUOTA_REGN, S_QUOTA_ZIP |
|
Quota Assignment Breakdown |
S_QTA_ACC_PD, S_QTA_CON_PD, S_QTA_REGN_PD, S_QTA_ZIP_PD |
|
Contact/Terr Mapping |
S_TERR_CON |
|
Account/Terr Mapping |
S_TERR_ACCNT |
|
Geo/Terr Mapping |
S_TERR_REGION, S_TERR_ZIP |
|
Terr/Qta/Geo |
S_TERR_QTA_REGN, S_TERR_QTA_ZIP |
|
Terr/Qta/Con |
S_TERR_QTA_CON |
|
Terr/Qta/Accnt |
S_TERR_QTA_ACCT |
|
Accnt Quota Credit |
S_TRQT_ACC_CRDT |
|
Contact Quota Credit |
S_TRQT_CON_CRDT |
|
Geo Quota Credit |
S_TRQT_REGNCRDT, S_TRQT_ZIP_CRDT |
|
Period Quota |
S_QTA_PD_BRKDN |
|
Terr Quota Breakdown |
S_TRQT_PD_BRKDN |