---
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id: 947dffc6c4e692fb5cafb98b5ac37eb0da35330a4ba519cb394a83a35f6be5a9
title: Set Up Forecast Quotas
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/forecasts3_quotes_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.forecasts3_quotes_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b7d779d5fdbb3f52a5aebbf398ff9ea4ee3d4471171e18c636e7dd50507d1e30
description: Set up quotas so that users can see quotas and quota attainment information with their forecasts.
products:
  - Sales Cloud
release: "264"
---
# Set Up Forecast Quotas

Set up quotas so that users can see quotas and quota attainment information with their forecasts.

### 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;">Quotas and quota management via API available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Quota management via Salesforce setup 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>

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](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.
- **[Define Forecasts Quotas in Salesforce Setup](https://help.salesforce.com/s/articleView?id=sales.forecasts3_quota_management_in_setup.htm&release=264.0.0&type=5)**  
    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](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.

#### See Also

- [_Salesforce Forecasting Implementation Guide_](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/forecasts.pdf)