Add Quotas to a Plan

First, select the Plan you’d like to add Quotas to. In the Plan, click on the purple plus sign button in the bottom right-hand corner and select “Add Quota”. Then select the attributes, Calendar and frequency of the Quota and Save.

You can then update values surrounding the Quota. Column C - Quota type is the type of Quota; Currency, Integer or Number. Column D - Currency can be set to either Personal or Business currency, and will use either the Business or User’s Personal currency to determine what currency the Quota will be in.

Any values put into the Quota here will apply to ALL Users on the plan unless an individual override is applied. If you would like to apply individual Quota values, save the Quota with all “0” as a shell and refer to the User Specific Rules article for further instructions.

The final step is to associate the new Quota to a Compensable Report - see the Payment and Quota Rule Mapping article for more details.