Team Quotas

To set up a team quota:

1. Go to Forecast > Setup > Establish Quotas.
2. Select the year for this quota.
3. In the Rep field, select the supervisor of the sales team for this quota.
4. If this quota is for an item, department, class, or location, select the corresponding data.
5. If you use NetSuite OneWorld, select the subsidiary associated with transactions measured by this quota.
6. If you select a parent subsidiary, this quota measures sales associated with the parent and all of the child subsidiaries.
7. To enter quota amounts, you can do one of the following:

• Enter a total sales dollar amount for the year, and click Distribute to divide this total evenly to each period.
• In the Amount column for the first period, enter the amount that you want as the quota for each period. Click Fill Down for this amount to fill in the Amount column for each period. The sum of all period quotas appears in the Total field.
• Enter individual sales quotas for each period below, and the total field fills with the sum of the period amounts.

1. Check the Team Quota box.
2. Check the Alt.Sales box if this quota measures alternate sales amounts.
3. For more information, see Alternate Sales Amounts.
4. Click Save.