Set Up Forecast Quotas

A quota is the monthly or quarterly sales goal that’s assigned to a user or territory. A manager’s quota equals the sales that the manager and team are expected to generate together. The quota rollup is done manually by users and managers. Quotas can use revenue, quantity, or custom measure data. If multiple types of forecasts are enabled, each forecast type maintains separate quota information.

• Show Quotas in Forecasts
  Let your team see sales quotas and quota attainment percentages on the forecasts page.
• Define Forecasts Quotas in Salesforce Setup
  Easily manage sales quotas without Data Loader or the API, and let your team see quotas on the forecasts page.
• Forecast Quotas from External Sources
  Data Loader provides a simple point-and-click method for adding, inspecting, and editing quota data in Salesforce. APIs provide more flexibility but require you to write code.