Quotas
A quota is a sales target for a person, team or territory over a month, quarter or fiscal year. The forecast measures closed and expected revenue against it.
Overview
Open CRM → Pipeline → Analysis → Quotas. Each row says who the target applies to, which period it covers and the amount. The Forecast page reads these rows and compares them with your opportunities, so a quota is only useful once opportunities have an owner, a value, an expected close date and a stage.
Effective quota = amount × ramp % × (active days ÷ days in the period). Ramp % lets a new hire carry 50% for a quarter. Active from / to prorates people who join or leave mid-period.
Managers roll up automatically: a manager’s quota is their own plus the sum of their reports’ quotas, unless you enter an override quota for them (tick “Manager override”).
When to use quotas
- At the start of each month, quarter or fiscal year to set targets.
- When someone joins, leaves or changes team mid-period.
- Before a forecast review so attainment and coverage mean something.
Prerequisites
Step by step
Screenshot for this step has not been captured yet — run npm run docs:flow.
Field reference
| Field | Description | Required | Data type | Business meaning |
|---|---|---|---|---|
| Applies to | User, Team or Territory. | Yes | Choice | Who carries the target. |
| Period / date | Month, quarter or fiscal year containing the date. | Yes | Choice + date | Fiscal year start follows the company setting. |
| Amount | Target in the chosen currency. | Yes | Number | Converted to the forecast currency at current rates. |
| Ramp % | Share of the target expected. | No | Number | 100 = full quota. |
Is it working?
Yes. Quotas feed the Forecast roll-up directly: with a quota and an open opportunity assigned to the same person you will see Attainment, Gap and Coverage change as deals move stage. If everything shows 0% there is simply no quota for that person and period.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.quota.read
- crm.quota.create
- crm.quota.update
- crm.quota.import
Automation
- A scheduled snapshot stores forecast numbers so trends can be compared week to week.