Keep Sales Quotas in Sight with a Few Clicks in Lightning Experience

Say goodbye to Data Loader and the API, at least when it comes to managing quota data. Now you can easily add and update quotas on the new Forecasts Quotas page in Setup.

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.

The Forecasts Quotas page, top half, with forecast period, forecast type, Show Quotas, and the search field highlighted
  • 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.
The Forecasts Quotas page, lower half, with Edit Selected Rows and the Quota fields highlighted
  • 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.