Create or Modify a Quota Template
Quota templates store the details of quotas so they can be reused and applied to different teams, territories, and leaders. All of the details specified in the quota template can be modified when it’s applied.
- In the Quotas page, select Edit > Quota Templates.
- Click Add.
– or –
Select the quota template that you want to modify, and click Modify.
- Specify a name for the quota template.
- In the Quota field, enter the total amount of the quota for the fiscal year.
- In the Fiscal Year drop-down list, specify the year that the quota applies to.
- Under Milestones, select Month or Quarter as the milestones in the fiscal year.
- To modify the amount applied to a milestone, select the milestone, click Modify, and enter the new amount or percentage.
- If necessary, redistribute the quota amounts applied to the milestones to match the quota value.
- To add or subtract the difference to or from a single milestone, select the milestone, click Rebalance, and click Selected.
- To add or subtract the difference to or from all milestones, click Rebalance, and click All.
- Click OK to save.