How do I set my Organisation Quota?

A quota is a target amount for selling, that a salesperson is expected to meet over a given time frame. Nearly all companies set quotas for their sales people, as a quota both ensures that a salesperson knows what is expected of him and is the easiest way to determine what commissions are due for that salesperson.

Users with the appropriate permission can set their Organisation quota. Administrators and users with the appropriate permission can always edit any quota, and managers can always change the quotas of users who reports directly to them as per the role hierarchy. 

To set your organisation quota, access Sales Planning App, you will view "Fiscal year" found at the left panel which lists year that are associated with opportunities.

Steps to set my Organisation Quota

1. Login and access Sales Planning App which is found in CRM category from universal navigation menu bar. 
   
2. You will view Sales planning dashboard with "Fiscal years" at the left side and their "Quotas" at the right. 
   
3. Click on the fiscal year to which you need to set the organisation quota. For instance"FY2015"
4. You will view “My Organization Quota” in a matrix format filled with the combination of sales stages, fiscal years, and amount.
   
5. Now, first row determines quota for the years, you can enter amount on the field which is next to “Quota”icon.
6. Enter the quota amount for revenue. It will auto save the changes.