1. Territory Management Guide
  2. Defining Sales Quotas

Defining Sales Quotas

To define the sales quota, you:

  • Define the customers that this sales quota applies to by entering a list of accounts, contacts, postal codes, or geo zones.

  • For each account, contact, postal code or geo zone that you entered, define the sales quota for each period.

  • Roll up the quotas, so the total of the quotas you defined for all the periods are entered in the Sales Quota record.

    Note: When you click the Rollup Quota button in any of the following procedures, the Siebel Business application adds up the amount from all rules across rule types (Account, Contact, Postal Code, and GeoZone rules) and it displays in the Quota Value field in the header form.

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