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Mike WeiMike Wei 

quota


Hello,

I can't see the 'quotas' menu on my personal profile as outlined in this help text. 

https://help.salesforce.com/apex/HTViewHelpDoc?id=user_quota.htm&language=en_US

Has the interface changed?

How can I enable the quotas function & set my department's quarterly targets?

Thanks.
Pierre Despatis-DupontPierre Despatis-Dupont
The related list only shows up for users in the forecast hierarchy. Could it be why you do not see it on your own profile? 

If you still don't see it, this page may help (permissions??):
https://login.salesforce.com/help/doc/en/setting_quotas_for_customizable_forecasting.htm

D
oes this help? 
Srikanth GoatiSrikanth Goati
Mike,

Setting Quotas for Customizable Forecasting

Available in: ProfessionalEnterpriseUnlimited, and Developer Editions

User Permissions Needed
To set your quota: “Edit Personal Quota”
To set any user’s quota: “Manage Users”

Users with the appropriate permission can set their individual quota. Administrators and users with the appropriate permission can always edit any quota, and managers can always change the quotas of users that report directly to them in the role hierarchy.

  1. To set your personal quota, click Your Name | Setup | My Personal Information | Personal Information. To change the quota of a user that reports to you, click Your Name |Setup | Manage Users | Users, and select the appropriate user.
  2. Click Edit in the Quotas related list.
  3. Select the appropriate range start and range length. If available, select a territory and product family. Note
    If your organization uses custom fiscal years, you cannot set quotas for a period that does not have a defined fiscal year.
  4. Enter the quota amounts for revenue and/or quantity.
  5. Select the appropriate currency if you work with more than one currency.
  6. Click Save to save the quota and return to the user detail page, or click Quick Save to save the values and continue to edit the quota. Tip
    Using Quick Save allows you to quickly set a different quota for each product family.
Note
If these options are not available to you, you may not have customizable forecasting. To determine if your organization has enabled customizable forecasting, see Do I Have Customizable Forecasting?. For information on setting quotas if you do not have customizable forecasting, see Adding and Editing Quotas.

You can also use tools like the Data Loader to do mass updates on quotas. When updating quotas, set the quota field value on the RevenueForecast or QuantityForecastobjects.


Karanraj SankaranarayananKaranraj Sankaranarayanan
Mike,

After enabling the forecast for your organization under
YourName-->Setup-->Customize-->Forecast-->settings
Then you have to enable the user into the forcast hierarchy
YourName-->Setup-->Customize-->Forecast-->Forecast hierarchy
 
After enabling the user into the hierarchy then you will be able to see the quota related list under the personal information

Hope this helps you