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What is Quotas in Salesforce ?
What is Quotas in Salesforce ?
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3 Replies
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Hi Manish,
A quota is the monthly or quarterly sales goal that's assigned to a user or territory. A manager's quota equals the amount that the manager and team are expected to generate together. The quota rollup is done manually by users and managers, and revenue or quantity data can be used.
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Hi Manish,
Quotas are used to set target sales goals for forecast users. This can allow organizations to establish greater accountability for meeting sales expectations.
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Quotas: It is used to set target sales goals for forecast users. And also it can allow organizations to establish greater accountability for meeting sales expectations. Users with the appropriate permission can set their individual quota. Salesforce admins and users with the appropriate permission can edit any quota and managers can change the quotas of users who report directly to them in the role hierarchy.
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