New to NetSuite | Transaction Permission > Establish Quotas Permission

As part of our ongoing New to NetSuite series, we have previously explored the New to NetSuite | Permissions and delved into the New to NetSuite | Permissions > Transaction Subtab.

In this article, we will focus on one specific and powerful permission within this category: Establish Quotas

It lets you set sales targets and track how well your team is performing against them.

The Establish Quotas permission in NetSuite allows users to:

• Set and manage sales quotas for employees or sales reps
• Define targets based on revenue, quantity, or other metrics
• Assign quotas by time period
• Support forecasting and performance tracking

This permission is usually given to roles responsible for sales planning and performance management: