A forecast quota is the monthly or quarterly sales goal that’s assigned to a sales team member. 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.
If you have multiple types of forecasts enabled, each type maintains separate quota information.
|Available in: Salesforce Classic|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
Available in: Professional Edition with the “API Enabled” permission
If forecast quotas are enabled, quota data appears in these locations on the forecasts page.
- A column that contains quota amounts for a specific period. If your forecast includes product families, this column includes quotas for each product family.
- A row that contains the percentage amounts attained for a specific period in a specific forecast rollup.