---
schema_version: "1"
id: 2043940a4859527267824f76977701e057a65750d14a68139bd27e6a86a15c5e
title: Define Forecasts Quotas in Salesforce Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_quota_management_in_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_quota_management_in_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a932664f66610285f234c9b7106d1bb9d4c63d5cbdb51de81dfded233b4abccf
description: Easily manage sales quotas without Data Loader or the API, and let your team see quotas on the forecasts page.
products:
  - Sales Cloud
release: "264"
---
# Define Forecasts Quotas in Salesforce Setup

Easily manage sales quotas without Data Loader or the API, and let your team see quotas on the forecasts page.

### 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 in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Performance</strong>, and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</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="d6104e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6104e73 ">To view the Forecasts Settings page:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6104e73 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Forecasts OR Allow
                Forecasting OR delegated forecast manager</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6104e73 ">To manage quotas of all users in the forecast hierarchy:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6104e73 ">
              <p>Manage Quotas</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Forecasts</p>
            </td>

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

1. Make sure that [quotas are enabled](https://help.salesforce.com/s/articleView?id=sales.forecasts3_enabling_quotas_in_forecasts.htm&release=264.0.0&type=5 "Let your team see sales quotas and quota attainment percentages on the forecasts page.").
2. From Setup, in the Quick Find box, enter Quotas, and then click **Forecasts Quotas**.
3. Select the period, forecast type, and product family (if relevant) or forecast group value of the quotas you want to add or update, and then click **Show Quotas**.
    
    You can define quotas for all active forecast types, and inactive forecast types created after Summer ‘21. If a deactive legacy forecast type created before Summer ‘21 is still needed, delete the old type and recreate it in Forecasts Settings.
4. Search for and select the users, roles, or territories whose quotas you want to manage, and then click **Edit Selected Rows**. You can also click the pencil icon to edit quota and currency fields.
5. Enter quotas, and then save your changes.

#### See Also

- [Forecast Quotas from External Sources](https://help.salesforce.com/s/articleView?id=sales.forecasts3_loading_quota_data.htm&release=264.0.0&type=5 "Data Loader provides a simple point-and-click method for adding, inspecting, and editing quota data in Salesforce. APIs provide more flexibility but require you to write code.")