Quotas

Quotas were discussed in Chapter 5, “Setting up Microsoft CRM.” Microsoft CRM allows the entry of quota numbers by salesperson by fiscal period. For example, if your organization's Fiscal Year settings are configured for quarters, then you may enter quarterly quotas for each salesperson.

Quotas cannot currently be broken down to a level lower than fiscal period. For example, it is not possible to reflect quota components by product line, revenue stream, and so on. You can, however, enter quotas for multiple fiscal years at once, although there are probably not too many organizations that know quotas (much less who their salespeople will be) a year in advance.

The principal use of quotas in Microsoft CRM is for the Sales reports that reference them.