New to SF, trying to add sales targets/quota's for the sales team but can't find the setting. Have looked through all the advise about where to do it and can find what looks like it should be the right place but there is no field. - Answers - Salesforce Trailblazer Community
Trailblazer Community

Browse by categories

Ask Search:
ShowAll Questionssorted byDate Posted
Caroline HydeCaroline Hyde 

New to SF, trying to add sales targets/quota's for the sales team but can't find the setting. Have looked through all the advise about where to do it and can find what looks like it should be the right place but there is no field.

I have changed the fiscal year dates so I guess it's not the default anymore, I have a feeling that might have caused a problem but don't see how I can undo it.

Any advice welcome.
Jackie DoanJackie Doan
Hi there!

Are you using collaborative forecasting or customizable forecasting?
Jeff MayJeff May
If you are using Collaborative Forecasting, install the Forecast Quotas package from the AppExchange (by Salesforce Labs).  It gives you a User Interface for Quota entry/updates.