What are sales forecast quotas?

Sales forecast quotas show the period quotas for each resource, in line with the organization’s strategic goals.

Sales Forecasting for Redwood UX shows the quota for each salesperson alongside their sales forecast and compares the expected forecast with the quota as a quota attainment. Sales managers can view their quota attainment and those of their team members.

Sales forecast quotas can be manually entered by sales managers or their own quota entered by sales representatives. Quotas can also be loaded in bulk via Import Management or REST API from the organization’s external quota planning application.

Note: There's no rollup of sales quotas up the resource or territory hierarchy.

Currently, sales forecast quotas aren't intended to be used for:

• The sales organization’s quota setting
• Extracting to third party applications