A quota is a monthly or quarterly sales goal that’s assigned to a user or territory. A manager’s quota equals the amount that the manager and team are expected to generate together. The quota rollup is done manually by users and managers, and revenue or quantity data can be used.
Ebsta Forecast Insights uses quota data from Salesforce within its reporting. Follow the steps below to enable quotas in Salesforce.
Enable quotas in Salesforce
1. Click the Gear icon and click Setup.
2. Type forecasts settings in the Quick Find box and select Forecasts Settings.
3. Under Configure the Default Forecast Display, select Show quotas.
4. Click Save.