Keep Sales Quotas in Sight with a Few Clicks in Lightning Experience
Where: This change applies to Lightning Experience in Professional, Performance, and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
Who: Users with the Manage Quotas and View All Forecasts permissions can manage quotas in Setup for all users in the forecast hierarchy.
How: First, make sure that you’ve enabled quotas. If quotas are enabled, you’re good to go.
- Use the Quick Find box in Setup to get to the Forecasts Quotas page (1).
- Select the forecast period and forecast type of the quotas you want to manage (2), and then click Show Quotas (3). If you select a product family forecast type, you specify a product family.
- Search for (4) and select the users, roles, or territories whose quotas you want to manage.
- Click Edit Selected Rows (5), enter quota amounts or quantities (6), and save your changes. You can also click the pencil icon in quota and currency fields.