Add or Edit a Sales Period

A sales quota is defined as a specific number of dollars in sales that staff must produce over a specific time frame, or sales period.

Opportunity Tracking lets you define sales periods on an annual, semi-annual, quarterly, monthly, or weekly basis. You can define each period’s start and end dates, the total revenue goal, head count, goal for the number of closed opportunities, and quotas for each sales representative. When you define quotas for each salesperson, you can review that information in reports throughout the sales period.

1. Click Configuration on the navigation pane.
2. Expand Opportunity Tracking, and then double-click Sales Periods.
   The Sales Periods tree displays on the content pane.
3. Perform one of these tasks:
   • To add a sales period, click New on the ribbon to display the editor.
   • To edit a sales period, click it in the tree.
4. Enter field information.

   Sales Periods Editor

   Field	Description
   *Sales Period Name	Enter the name of the sales period.
   *Type	Click this drop-down list to select a sales period type. Your options include Annual, Monthly, Quarterly, Semi-Annual, and Weekly.
   *Start Date	Click the calendar and select the start date of the sales period. The default is today’s date.
   *End Date	Click the calendar and select the end date of the sales period. The default is tomorrow’s date.
   Revenue Goal	Enter the revenue goal for the sales period and, if necessary, select a different currency from the drop-down list. This is the target level of revenue for the sales period displayed in the selected currency, regardless of the local currency of the transactions.
   Headcount	Enter the number of assigned staff persons for the sales period.
   Closed Opportunities Goal	Enter the goal number of closed opportunities for the sales period. This is the number of opportunities targeted to close during the sales period expressed as a positive whole number.
   Notes	Enter any comments about the sales period.
   Quotas	Add sales quotas for each sales representative during the sales period. See Add or Edit a Sales Quota to Sales Periods.
   Filter	Select Account, Amount, or Currency from the drop-down list to filter the staff accounts that display in the Quotas section. See Add or Edit a Sales Quota to Sales Periods.

5. Click Save.
   Note: Deleting a sales period deletes all quotas associated with it.