Add or Edit a Sales Quota to Sales Periods

When you define a sales period, you can also add a sales quota for each staff member. When you add sales quotas, managers can generate reports to track productivity for individual sales representatives or the entire sales team.

Note: Sales managers must have Edit Sales Period permission in their profile to edit sales quotas.

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. Click the sales period where you want to add or edit sales quotas.
   The Quotas section of the editor displays all staff accounts with profiles that have the Appear in Menus permission selected on the Opportunity Tracking tab.
4. Click the Amount field for the account whose quota you want to add or edit, and type the value in the field. If necessary, select a different currency from the drop-down list.
5. Repeat the previous step for each sales quota you want to add or edit.
6. Click Save.