Sales Goals

A sales goal determines how quota is measured and defines what you want to measure. You set sales goal quotas for a resource, not for a territory. You use Sales Revenue Goals to set salesperson targets for revenue achievement in their respective territories.

Allocating a quota for a sales revenue goal is required, and optionally quotas can be allocated for additional sales goals. Create your own sales goals, such as number of units sold.

This chart shows the components of a sales goal. A sales goal supports a particular objective. You can use any unit of measure for your sales goal and specify what to measure, for example, number of units sold. The provided units of measure choices are amount and quantity, but you can also define your own unit of measure. Each sales goal contains only one measure. You can also focus the sales goal on one or more product groups.

The unit of measure can't be changed after you create the sales goal. The provided Sales Revenue Goal has a unique value for Goal Number: GOAL_1000. While quotas can be allocated to sales goals which have associated product groups, there are no rollup reports available to compare these quotas against actual sales.

Note: Do not make changes to the sales goal object using Application Composer.

Multiple Quotas for One Resource

You can assign multiple quotas to one or more sales goals for a resource.

This chart shows multiple quotas assigned to a salesperson within the current active quota plan year. The salesperson owns a territory and therefore has a Revenue Goal quota plus the two quotas manually assigned by the salesperson's manager.

A resource can have only one quota per sales goal for the year. You can assign new quotas only for active sales goals. Inactivating a sales goal doesn't affect existing quotas for that sales goal. When you submit notifications to compensation, quotas for all sales goals for the resource are included in the notification.