Sales - CRM Quota Management

Description

This subject area provides information on all the resource and territory quotas.

Business Questions

This subject area can answer the following business questions:

• What is the Territory Quota vs/ Actual?

• How is the Quota attainment rate for the sales team?

• What Resources will not be able to meet the Quotas in the current quarter?

• Which Territories have exceeded their Quotes in the current Quarter?

• What are the Quotas assigned to the team and the Actuals?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to this subject area:

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

Primary Navigation

Navigator > Sales > Quotas

Time Reporting

Yes

Time dimension is linked to "Sales - CRM Quota Management". "Quota Plan"."Creation Date".

Transactional Grain

This subject area returns the data at the grain of a Quota.

Special Considerations

None.