Enter Quota by Customer

Hello,

Is there a way to create quota’s by customer?

Thanks for your help,

Ma

Beginner Asked on February 5, 2020 in Sales Force Automation.
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1 Answer(s)

Not natively, but there’s actually a whole lot of different ways you could probably accomplish the same thing, just depends on your specific requirements.  Two ways off the top of my head:

  • You could create a dummy sales rep employee that represents this customer and then select this employee as the sales rep when you pick the relevant customer (or create a workflow to do the same). Then use the native sales rep quotas as normal for this “customer”.
  • You could just add a field to the customer and run some reporting to determine if they’re meeting their quota.
Beginner Answered on February 6, 2020.

Thanks James.

I don’t think the first option is a real one as it means I will have as many sales rep as customers I would like to have quotas for, so it will be a huge list and then will not make the sales rep field usable for the rest.

Regarding your second option, it means that you don’t use any of the standard reports regarding quotas&forecast?

Thanks,

Ma

on February 6, 2020.
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