Define: Quota

In the Define Quota, you can create new quotas, edit existing quotas, or delete quotas for a specific plan. From the task pane on the left side of the screen, select a specific Quota name to edit an existing quota. To get to Define Quota, you will need to be in Express:

1. Plans > Edit Plan
2. Select a plan
3. Click on "2. Define Quota"

To edit existing quotas, you will select the specific quota name and there will be three options available:

1. To Enter quota Name for All Reps on Plan: To enter a quota that is the same for everyone that is part of a plan, select the Enter quota by Plan radio button. This will allow you to assign a quota that is the same for everyone that is on this plan.
2. To Enter a quota by Plan:
   1. Select the radio button next to the period in which you want to enter values and Express will automatically fill in the other periods associated with the quota.

      NOTE: Entering quota by Plan can be defined out by Year, Quarter, and/or Month. You can activate or deactivate a Quarter or Month. Here is the article on Activating Quotas.

3. To Enter a quota by Person: To enter a quota for an individual person, select the Enter quota by a Person radio button. This will allow you to assign a unique quota to an individual and override the Plan Quota setup for the Plan.
   1. Select the check box in the Override column next to the appropriate person’s name.
   2. Enter the correct amounts in the Annual, Quarter, or Month fields.

      NOTE: All associated periods will be updated according to the values you enter.

4. New Quotas: To add a new quota to a plan, click the New Quota link in the task pane. Alternatively, you can click the Add Row button in the Quota Name section. You can add multiple rows at a time by entering the desired number of quotas in the Input Box then clicking Add Row. Then, enter the name in the Quota Name textbox and click the Save/Edit link.
5. To Import Quotas: A bulk import of quotas to either update existing quota or add new quotas, you will need to Import Quotas.
6. To Delete a Quota: you can do so by clicking the X to the left of the Quota in the Quota Name section. 

NOTE: A quota cannot be associated with any credit rule, payment rule, or payment rule qualifiers to be deleted. Calculations cannot be completed (showing a solid green checkmark) to delete a quota. A quota can only be deleted in the period it was originally created or in a future period as long as no results have been calculated using that quota.