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 Chris, 

    Yes, that makes perfect sense - thank you. 

    Follow up questions:

    1. Is there a way to input overall quota per financial year or per quarter, rather than per Sales Rep? 

    2. In a scenario where there are two teams, each with one sales manager, these sales manager will be able to see and adjust their teams quota etc. What about a senior management view? Can I create a view / hierarchy that will allow e.g. Financial Director to see all opportunities and quota?

    Thank you for your help :) 

  • Hi Ada,

    A manager can set quotas for themselves and any direct reports or teams reporting into them in the forecast worksheet. The quotas can only be set for the desired forecasting intervals you have configured (quarterly or monthly).

    With regards to your scenario of having multiple Sales teams, I recommend having each sales manager reporting to a single individual (e.g. Financial Director). By doing that, the Financial Director can set quotas for each team and navigate within each team to see their performance towards those goals. The forecasting interface isn't helpful in distinguishing between whether you are viewing a team or individual:

    Both Sarah and Will in the above screenshot are managers and setting a quota at this level is setting a quota for that entire team. I consider it a bug that these entries on the worksheet display a single person icon rather than a multi-person icon since they represent additional sales reps. As Sarah and Will's direct manager, I can set quotas for their respective teams. That initial quota is assigned directly to Sarah as I can see when I view her team by clicking her name:

    I cannot adjust quotas any further on this worksheet as it is on that team's manager to distribute the quotas accordingly to meet the goal I set. When Sarah goes to her worksheet, she makes the appropriate changes to distribute the quota to her team. Notice the quota at the top of the worksheet remains what Sarah's manager set even though her adjusted quota is higher (or lower):

    Once Sarah commits that forecast, her manager can see those adjusted numbers and choose to keep the current quota for Sarah's team or adjust to match her expectations.