Set up quotas so that users can see quotas and quota attainment information with their forecasts.
Required Editions
| Quotas and quota management via API available in: both Salesforce Classic and Lightning Experience |
| Quota management via Salesforce setup available in: Lightning Experience |
| Available in: Professional, Performance, and Developer Editions and in Enterprise and Unlimited Editions with Sales |
A quota is the monthly or quarterly sales goal that’s assigned to a user or territory. A manager’s quota equals the sales that the manager and team are expected to generate together. The quota rollup is done manually by users and managers. Quotas can use revenue, quantity, or custom measure data. If multiple types of forecasts are enabled, each forecast type maintains separate quota information.
- Show Quotas in Forecasts
Let your team see sales quotas and quota attainment percentages on the forecasts page. - 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. - Forecast Quotas from External Sources
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.