Sales Quotas

Define Quotas for your Sales Reps and visualize achievement and forecast.

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Define Quotas for your Sales Reps

Quotas can be defined quarterly or monthly.
Define Quotas

Get a global view of your Sales Reps Achievements and Forecast

Global Achievemnts

Other views show you Detailed Won or Forecasted results, per period or cumulated.

Sales Reps Dashlet give them a quick overview of Sales vs. Quota

Sales Reps Quota dashlet

Get a global view per Team.

Teams Quotas can also be defined globally based on Security Groups.
You have a choice to define a Team Quota synchronized with Quotas of the team members, or manually define Quotas for each team.


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