In Admin under Personnel is a page called Quota Management that will list all users with a quota and the annual goal for each year or selected months. Quote, Sales Orders and Invoices are available document types for individual quotas. To create quotas, go to Admin > Personnel > Quota Management (NEW list page) > Edit (goes to the goal setting page). Users with the Personnel Access right: Sales Team > Create / Edit / Assign Groups (update text to ‘Create / Edit / Assign Groups & Quotas’) can create and edit quotas. By clicking the Add New button the Edit Quota lightbox will appear.

Quota Management Page

In the Edit Window a user can select the months for which they want to assign a quota. Both the current year and the upcoming year are available to be selected. Administrators can divide an amount evenly or select to manually enter it by month.

Create / Edit Window

For companies with multiple users and document types they want to track, it may be easier to use the import. Importing only requires five fields: Email, Month, Year, Type, and Goal. To make it quicker, use 0 for the month, enter the year and the system will dived the goal evenly across all twelve months. The import button is located next to the Add New button at the top of the Quota list page. In the upload lightbox you can download the template to be used.

To add the Quota reports to your dashboard, navigate to My Preferences in the person icon at the top right of the page and select edit in the General section. Go to the dashboard you want to add it to, add or find a row with an open widget location and click on the plus button.  In the lightbox scroll down and select the Quota document type report you want to add.
Dashboard View (Quote)

There are six ready made reports to select from:

• Quote Quota (All Users)
• Quote Quota (User)
• Order Quota (All Users)
• Order Quota (User)
• Invoice Quota (All Users)
• Invoice Quota (User)