I can't see the 'quotas' menu on my personal profile as outlined in this help text.
Has the interface changed?
How can I enable the quotas function & set my department's quarterly targets?
If you still don't see it, this page may help (permissions??):
Does this help?
Setting Quotas for Customizable Forecasting
|Available in: Professional, Enterprise, Unlimited, 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.
- To set your personal quota, click . To change the quota of a user that reports to you, click , and select the appropriate user.
- Click Edit in the Quotas related list.
Select the appropriate range start and range length. If available, select a territory and product family.
If your organization uses custom fiscal years, you cannot set quotas for a period that does not have a defined fiscal year.
- Enter the quota amounts for revenue and/or quantity.
- Select the appropriate currency if you work with more than one currency.
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.
Using Quick Save allows you to quickly set a different quota for each product family.
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.
Hope this helps you