Defining Sales Quotas for Postal Codes or Geo Zones

To define sales quotas by postal code or geo zone, enter the appropriate values in the Postal Codes or Geo Zones view.

To define sales quotas by postal code or geo zone

1. In the Quotas Administration list, drill down on the name of the sales quota that you want to align.

2. Click the Postal Code or Geo Zone view tab.

3. In the Postal Code or Geo Zone list, add new records and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Postal Code or Geo Zone	Select a postal code or geo zone that this is the sales quota for.
   Amount	Do not enter a value here. This field displays the totals of the amounts you will enter in the Quota field of the periods list in Step 4.

4. For each postal code or Geo Zone, add new record to the Postal Code Quota Periods list or to the Geo Zones Quota Periods list for all the periods that you are defining a quota for, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Period	Select a period. The periods that are available to select depend on the Quota Period that you selected in the Sales Quota record.
   Quota	Enter the sales quota for this postal code or geo zone for this period.

5. After you have entered quotas for all periods for all postal codes or Geo Zones, in the Quotas form, click Rollup Quota.

   The amounts for all the period quotas for each postal code or Geo Zone are rolled up into the Amount field of the Postal Code or Geo Zone records. The total amount for all the postal codes or Geo Zones is rolled up into the Amount field of the Sales Quota record.