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            Set Up a Quota Table

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            Set Up a Quota Table

            Specify how you want to format values in a quota table in Salesforce Spiff. Update the table's name or cadence.

            Required Editions

            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
            User Permissions Needed
            To edit a quota table:

            A Spiff user role with this permission turned on.

            Quotas: Edit
            1. In the Quotas tab, select the Quota table you want to set up.
            2. To change the value format to a different currency or to percentage or numeric values, click Edit, and then click the currency icon and select a value format.
            3. To adjust quota details, such as the name or the cadence, click the gear icon.

            If you update a quota table's name, the new name automatically updates the syntax within the quota or quotas function to prevent calculation errors due to name changes of quota tables. The default quota currency is USD. To use a different currency other, upload or sync the required currency rates.

            Important
            Important If you change the cadence of a quota table, all existing data is deleted.

            See Also

             
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