Establishing a Quota

To establish quotas:

1. Go to Forecast > Setup > Establish Quotas.
2. In the Rep field, select the sales rep for whom you want to set up quotas.
3. For an employee to show in this list, go to the employee record at Lists > Employees > Employees. Click Edit, and then on the Human Resources subtab, check the Sales Rep box.
4. When you select a sales rep, the periods or months for the year selected fill in the following columns.
5. Note: If you select a sales manager or sales administrator, the quota you set is for that individual and not for the sales team. To make this a quota for the entire sales team, check the Team Quota box.
6. To set a quota for a specific item, department, class, or location, make your selection in the corresponding field.
7. You can set a quota based on only one of these options. For example, if you set a quota for an item, you cannot also base that quota on a location.
8. In the Saved Search field, select the Commissionable Item search on which to base this quota.
9. Note: To be able to base a quota on a saved search, you must have the Employee Commission feature enabled. See Commissions.
10. If you use NetSuite OneWorld, select the subsidiary associated with transactions measured by this quota.
11. If you select a parent subsidiary, this quota measures sales associated with the parent and all of the child subsidiaries.
12. In the Year field, select the year for which to establish quotas. Quotas can be set five years retrospectively, as well as preemptively.
13. In the Total field, 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. To create a quota for a sales team, select the team manager in the Rep field, and check the Team Quota box.
2. For more information on team quotas, read Team Quotas.
3. In the Target On field, select from the following options:

• Sales – This quota measures the sales amounts.
• Alt.Sales Amount – This quota measures the alternate sales amounts.
• For more information, read Alternate Sales Amounts.
• Custom Field – This option displays the Custom Field field through which you choose the amount field on which this quota should be measured.

1. In the Custom Field, select the custom transaction column amount field on which this quota should be measured. Custom transaction column fields must be defined by Type: Currency. They can be based on any standard or custom currency amount field. For more information, read Creating a Custom Field, Field Type Descriptions for Custom Fields, and Transaction Line Custom Field.
2. Click Save.