Sales Quotas (Beta)

We are excited to announce our new Goals & Quotas feature, now in open beta! This new list view gives you the ability to set up quarterly quotas on a per-user basis, as well as monitor performance against those quotas so you can make adjustments throughout the quarter as necessary.

This feature also offers a new Sales Performance Dashboard card that displays total quota, revenue, and number of deals for the quarter, as well as the top 25 performing users.

Please contact Product Management if you would like to participate in the beta program. Note that this feature is available to clients with Enterprise Edition only.