3 How Near or Far Am I in Meeting My Sales Quota for the Quarter and Year?
This tutorial shows you how to determine current and past sales quota achievement.
You can add the analyses shown in this tutorial to the sales dashboard. For more information, see "How do I Embed a Report in a Sales Dashboard?" in Oracle Fusion Applications Reporting and Analytics Handbook.
How to Evaluate Sales Quota Performance for the Quarter
You use the Current Period Performance analysis to evaluate your sales quota attained for the current forecast period. Your sales quota is the revenue target assigned to your territory for a given forecast period. Managers and territory owners assign quotas to users.
In this tutorial, the current forecast period is Q3. The administrator configures the sales calendar forecast periods.
-
From the Navigator menu, select Reports and Analytics.
The Reports and Analytics page is displayed.
-
From the Contents pane, expand the following folders (by clicking the arrow next to each folder):
Shared Folders Sales Analytic Library Embedded Content Opportunity and Revenue Management
-
Click Current Period Performance, and select View.
The Current Period Performance analysis is displayed.
-
Evaluate the following analysis elements to determine your sales quota performance for the current quarter:
-
Target Quota — Set revenue amount you are required to sell for the quarter. Managers and territory owners set target quotas for users.
-
Closed Revenue — Closed (won) opportunity revenue assigned to you with a close date that falls within the quarter.
-
Difference — Difference between your target quota and closed revenue.
-
Open Revenue — Open opportunity revenue assigned to you and scheduled to close within the quarter.
-
Quota Attained — Percent of the target quota you already attained for the quarter. In this tutorial, you have reached 34 percent of your target quota for the quarter.
-
How to Evaluate Sales Quota Performance for the Year
You use the Past Period Performance analysis to view your sales quota performance for the year.
-
From the Navigator menu, select Reports and Analytics.
The Reports and Analytics page is displayed.
-
From the Contents pane, expand the following folders (by clicking the arrow next to each folder):
Shared Folders Sales Analytic Library Embedded Content Opportunity and Revenue Management -
Click Past Period Performance, and select View.
The Past Period Performance analysis is displayed.
-
Evaluate the following analysis elements to determine your sales quota performance for the year:
-
Target Quota — Set revenue amount you are required to sell for the year. Managers and territory owners set target quotas for users.
-
Closed Revenue — Closed (won) opportunity revenue assigned to you with a close date that falls within the year.
-
Difference — Difference between your target quota and closed revenue.
-
Quota Attained — Percent of the target quota you already attained for the year. In this tutorial, you have reached 70% of your target quota for the year.
-
