Setting Quota Targets
Setting quota targets is the first step in the quota planning process.
The target quota is the high-level strategic plan for the next year, set for the All Territory or All Resource Level—the highest level in the hierarchy. It's usually set by someone in Sales Management or Sales Operations.
Set a target quota for the next year and make adjustments before allocating the target quota down the hierarchy. Planners perform top-down or waterfall planning and optionally bottom-up planning to allocate the target quota throughout the hierarchy.
Quota targets are set at a yearly level:
- As a percentage, based on growth over last year's actuals values
- As an absolute number
- By running a prediction and using the predicted value as the target
The Set Targets component provides several ways to help you set your quota targets.
Prerequisite: An administrator must have loaded the previous year's bookings/revenue for all the territories or resources and run the Process Actuals rule.
From the Home page, click Quota Planning , and then click Set Targets
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Table 3-2 Setting Quota Targets
Task | Description | More Information |
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See an overview of revenue and quota along with other important measures. | Analyzing Quota Targets with Dashboards |
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Predict target quota values and compare to growth rate-based targets. Optionally, use predicted values as your target quota. |
Predicting Target Quota Values |
Tutorials
Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
Your Goal | Learn How |
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Learn how to set overall quota targets, and set targets by product in Oracle Smart View for Office for Sales Planning. After allocating target quota, you review and adjust quota by product in Smart View, and then you review quota in PowerPoint. |
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Learn more about setting quota targets. |