Quota Plans
A plan per fiscal year, cut into months, quarters or the year from the company's fiscal calendar. Activate one and the forecast board and the weekly snapshot read it.
Where to find it
- Module: CRM
- Group: Marketing & Pipeline
- Section: Forecasting & Quotas
- Screen: Quota Plans
Address in the console: /crm/quota-plans
List · 9 columns · 6 fields on its form · 2 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Plan | Code | plan_no |
| Name | Text | name |
| Fiscal year | Code | fiscal_year |
| Cut by | Status | period_type |
| Measure | Status | measure |
| Periods | Number | periods |
| Quotas | Number | quotas |
| Total quota | Amount | total_quota |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Name required | Text | ||
| Fiscal year required | Text | The year label of the fiscal calendar, e.g. 2026. | |
| Cut into | Choice | quarter, month, year | |
| Measured in | Choice | amount, units, both | |
| Currency | Text | Blank: the company's own. | |
| Notes | Long text |
What you can do here
Generate periods
Cut the fiscal year into the plan's periods
Activate primary
Asks for confirmation: Activate this plan? The board and the weekly snapshot will read it.
Close
Asks for confirmation: Close this plan? Its quotas and forecasts can no longer change.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.