How do I enter a quota?

I have 3 sales guy reporting to me and want to assign quotas. I can see the dropdown, but it's greyed out. Any suggestions how to fix it?

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  • Hi Stefan Dietrich,

    I assume you are referring to the 'Assign Quota' option under the Forecasts module. That option is grayed out unless you make changes to one or more individuals in the 'Quota (Adjusted)' column. 

  • I am experiencing the same issue that Stefan did, could you please explain once more how to enter Quota?

    Also, do I enter individual quota only? Can I enter overall quota to understand where we are as company?

  • ,

    A lot has changed in 3 years with forecasting :-) Can you clarify what version of Sugar you are currently running?

  • I can imagine :) 

    We are using version 12.0.0. I am first setting up everything in Sandbox. 

    Aside from assigning quota, I do have a problem with assigning a Sales Manager? 

    And I am also wondering - is it necessary to use Likely, Best, Worst fields? Are does automatic fields or fields that Sales reps need to fill out on each opp?

    Looking forward to hearing your thoughts - thank you :)

  • Some of our clients only want to track Likely amounts and do not care about Best & Worst. In those cases, you can remove the appropriate scenarios in the Forecast configuration. If you haven't configured Forecasts yet, this would be accessed by going to the Forecasts module for the first time and it will present you with all the configuration options. If you have already configured Forecasts, you can adjust the settings by:

    1. Go to the Forecasts module
    2. In the Action menu, select 'Settings' (Note: You can also go to Admin > Forecasts to get to the configuration)
    3. Expand the Scenarios section and add/remove the appropriate scenarios (Likely is required to always be enabled)
    4. Click 'Save'. It will take a minute or two as the forecast layouts are rebuilt to reflect the change in Scenarios.
    5. Depending on your needs, you may want to also remove the corresponding fields for disabled scenarios in the Opportunities and Revenue Line Item layouts.

    The sales manager depends on the reporting hierarchy established in the Users module. To set that reporting structure:

    1. Go to Admin > Users
    2. Select the sales rep's profile and click 'Edit'
    3. In the 'Reports to' field, select that rep's manager
    4. Click 'Save'

    Once you have sales managers set, anyone those managers can log in and go to Forecasts to see a worksheet for themselves and their direct reports. That user can then set quotas for any user reporting to them by:

    1. Go to Forecasts
    2. Click into the Quota column for the desired user
    3. Enter the desired quota amount
    4. Click out of the field and select either 'Save Adjusted Values' to preserve the changes without committing them to your manager or to the user or 'Commit' to push the changes to your manager and the user
  • Hi Chris, 

    Thanks for that detailed explanation - all that worked Slight smile

    I can now see two fields - Commitment (Likely) and Adjusted Commitment (Likely) - what is the purpose of these two fields and are they suppose to be filled out by Sales Manager or Sales Reps?

  • The Commitment (Likely) field is what the sales rep submits when they commit their own forecast worksheet. The sales manager can then choose to keep that number as the Adjusted Commitment number or the manager can make modifications to that number to better reflect what they expect the rep to close as they prepare to commit their team's forecast. Sales reps have no ability to see or adjust the Adjusted Commitment value. 

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  • The Commitment (Likely) field is what the sales rep submits when they commit their own forecast worksheet. The sales manager can then choose to keep that number as the Adjusted Commitment number or the manager can make modifications to that number to better reflect what they expect the rep to close as they prepare to commit their team's forecast. Sales reps have no ability to see or adjust the Adjusted Commitment value. 

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