Quotas

Quotas are goals you set for sales reps. You can create and track quotas for sales reps by item, class, location, or department.

You can set quotas for sales reps based on company sales goals. Then, edit forecasts by sales rep to determine how close a sales rep is to their quota. You can also adjust the forecast amount to reflect deals that don't have transactions yet. Go to Transactions > Quota/Forecast > Edit Sales Rep Forecast (Administrator).

To track quarterly quotas, an administrator can go to Setup > Sales > Preferences > Sales Preferences (Administrator). Click the Forecasts subtab, and then check the Forecast Quarterly (vs. Monthly) box.

If you use NetSuite OneWorld, you choose a subsidiary on which to base each quota. NetSuite measures sales associated with the subsidiary you select and sales tied to any child subsidiaries by this quota.

If you use the Commissions feature, you can create commission plans based on quotas. For more on setting up commissions, see Commissions.

Related Topics

General Notices