---
schema_version: "1"
id: c5828828495c602e29c5a4c0737c88c25da80670d9f74ee76b3d4e4a4d471abc
title: Upload a Quota Dataset to the Revenue Operations Analytics App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_rev_ops_upload_quota.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_rev_ops_upload_quota.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 31cca71cf224253cfd290c003fe61d8b9dbc8ff2fe35b675eee23a662ec921fc
description: If you don’t have Salesforce Forecasting enabled, you must add quota data to your app. Without quota data, the Team Performance charts can’t provide an accurate visualization of performance metrics.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Upload a Quota Dataset to the Revenue Operations Analytics App

If you don’t have Salesforce Forecasting enabled, you must add quota data to your app. Without quota data, the Team Performance charts can’t provide an accurate visualization of performance metrics.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition. Requires a CRM Analytics Plus license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d155128e64">Permission Sets
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d155128e64 ">To create and manage the Revenue Operations Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d155128e64 ">CRM Analytics Plus Admin permission set</td>


          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d155128e64 ">To use the Revenue Operations Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d155128e64 ">CRM Analytics Plus User permission set</td>

          </tr>
        </tbody>
      </table>

Your quota data must be in a CSV file and contain these fields in this order.

- StartDate (yyyy-mm-dd format)
- QuotaAmount
- OwnerName
- Username

For an example, see [Sales Analytics Example .CSV File](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_quota_csv.htm&release=264.0.0&type=5 "Here’s an example of the .CSV file you create to update the Sales Analytics Quota (Target) dataset.").

1. From the Analytics tab or Analytics Studio, click **Browse** and find the Quota dataset.
2. In the Quota dataset dropdown menu, select **Edit**.
3. In the upper-right corner, click the replace data ![Analytics Studio replace data in dataset icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_apps_replace_dataset.png) icon.
4. Locate the CSV file.
5. Click **Next**.
6. If your fiscal period starts on a date other than January 1, update the Quota Metadata file.
    1. Copy the JSON from [Sales Analytics Quota Dataset JSON File](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_quota_json.htm&release=264.0.0&type=5 "Use this file to update the Sales Analytics Quota dataset with your fiscal year start date if it’s not January 1.") and paste it into a text editor.
    2. Change the value of `"fiscalMonthOffset"` from 4 to a number that represents the month that your fiscal period starts, where “0” indicates January, “1” February, and so on, up to “11” for December.
    3. Save the file.
    4. On the Replace Dataset Data page, locate the Data Schema File area.
    5. Click the arrow next to the Quota .JSON file, select **Replace File**, find the file that you saved and upload it.
7. On the Replace Dataset Data page, click **Next**.
8. Select the first column —QuotaAmount— and in the Field Attributes panel on the right, set Field Type to **Measure**.
    
    ![Set the QuotaAmount field attribute to Measure.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_app_dataset_set_field_type.png)
9. Upload your CSV file with the quota data.
10. Rerun the dataflow to update the dashboards.
    1. In Data Manager, click **Dataflows & Recipes** and find your app’s dataflow.
    2. In the app dataflow’s dropdown menu, click **Run now**.