Setting Quotas for Customizable Forecasting
- Do one of the following: To set your personal quota, access your personal information in your personalsettings.To change the quota of a user that reports to you, from Setup, enter Users in the Quick Find box, then select Users, and click the full name of the appropriate user.
- To set your personal quota, access your personal information in your personalsettings.
- To change the quota of a user that reports to you, from Setup, enter Users in the Quick Find box, then select Users, and click the full name of the appropriate user.
- Click Edit in the Quotas related list.
- Select the appropriate range start and range length. If available, select a territory and product family.Note If your organization uses custom fiscal years, you cannot set quotas for a period that does not have a defined fiscal year.
- Enter the quota amounts for revenue and/or quantity.
- Select the appropriate currency if you work with more than one currency.
- Click Save to save the quota and return to the user detail page, or click Quick Save to save the values and continue to edit the quota. Tip Using Quick Save allows you to quickly set a different quota for each product family.