Quota, dataflow, and data manager

A quota is the sales goal assigned to a user/rep (a business user ) on a monthly or quarterly basis. It is important for representatives to achieve their quota on their own. It affects performance and hence it is important to understand quota attainment. The formula for quota attainment is as follows:

Quota Attainment = (Sales/quota)*100;

Which means if representatives/sales teams hit their goal by 60% then sales persons/users/representatives have a 40% quota attainment.  

Creating a quota dataset

In order to create a CSV file for quotas, you need the following fields: 

• StartDate (in yyyy-mm-dd format)
• QuotaAmount
• OwnerName
• Username

Let's take a look at...