quotas

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Available for an additional cost in: Professional Edition with Web Services API Enabled

Syntax

quotas(users_or_users, quota_name, start_date, end_date)

Arguments

Argument	Required?	Description
user or users	Optional	The user or list of users to return quota values for. To return quota values for all users, use the null keyword, =quotas(null). To return quota values for the current rep, use the rep keyword, =quotas(rep). This value is the default behavior when you don't specify a user or list of users. To return values for a different user, reference the rep's User object. To return values for an entire team, use the members() function.
quota_name	Optional	The name of a quota from a quota table, enclosed in double quotes. This argument updates automatically when the name of the quota table changes. To specify a list of multiple quota tables, enclose the list in brackets with comma-separated values.
start_date	Optional	The lower bound of the date range to get quota values for. This argument supports any date functions. To specify a date as a string in YYYY-MM-DD format, use the date() function and enclose the string in double quotes.
end_date	Optional	The upper bound of the date range to get quota values for. This argument supports any date functions. To specify a date as a string in YYYY-MM-DD format, use the date() function and enclose the string in double quotes.

Considerations

Combine the sum() function with the quotas() function so you can sum a list of quota values.

Examples

Return quota values for a specific user, Teresa Lee. Create a data filter on the User object that contains only the rep, and use the single() function within the quotas() function to select the user from the data filter's list.

=quotas(single(TeresaLee), "CorporateAEQuarterlyQuota")

Return quota values for the current rep for the calendar year.

=quotas(rep, "CorporateAEQuarterlyQuota", beginning_of_year(statement_period.start_date), end_of_year(statement_period.end_date))

Return values for all users from multiple quota tables.

quotas(null, ["CorporateAE", "EnterpriseAE"])

Return values for the current rep for the current quarter.

quotas(rep, "CorporateAE", beginning_of_quarter(statement_period.start_date), end_of_quarter(statement_period.end_date))

Return quarter-to-date quota values.

quotas(rep, "CorporateAE", beginning_of_quarter(statement_period.start_date), statement_period.end_date)

Sum quotas in the fiscal year.

=sum(quotas(rep, "CorporateAE", StartOfFiscalYear, EndOfFiscalYear), amount)

Sum all team member quotas.

TeamManaged =choose(1, direct_manager_of(BeginningOfPeriod, EndOfPeriod))
UsersInManagedTeam =users_in_team(TeamManaged, BeginningOfPeriod, EndOfPeriod)
SumTeamQuotas =sum(quotas(UsersInManagedTeam, "QuotaTable", BeginningOfPeriod, EndOfPeriod), amount)

Sum team member quotas in different currencies.

sum(quotas(members("team"), "QuotaTable", beginning_of_quarter(statement_period.start_date), end_of_quarter(statement_period.end_date)), convert_currency(amount, "USD", statement_period.start_date))