Quota Management
Discussion List
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How do we set sales target at Customer LevelSummary: We have a customer requirement in which sales Targets are not only set at Salesperson level but they also have the requirement to set targets at "Customer Level… -
Is there a plan to sunset CX Quota Management?Summary: Recently came across a thread on Community where a user mentioned that there is a plan to deprecate CX Quota Management, and rather fulfill Quota Management req… -
Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …
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Setting Quota Targets for ProductsSummary: We would like to confirm if it is possible to set quota targets on products within the system. This is a key requirement for our client, and we need to understa… -
Request for Reference Video on Sales Territory and Sales QuotaSummary: We are planning to use sales territories and sales quotas in our project. Could someone please share a reference video to help us understand these concepts Who …
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Stand alone Quota Management implementationSummary: Hi, One of my customer is planning to implement Stand alone Quota Management application. They are not planning to implement Territory Management. They have Sal…
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How can to restrict quota view by business unit?Summary: I need to ensure that users can only see quotas relevant to their specific business unit. Please provide steps to configure.
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how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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Sales Quota allocation by salesperson and productSummary: Idea is declined, with suggestion to look at EPM Quota Planning instead. Content (please ensure you mask any confidential information): Referring to suggestion …Chin Chi-Oracle 21 views 3 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Incentive Compensation
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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No Back Button in Manage Sales Goals (Quotas)Summary: No Back Button in Manage Sales Goals (Quotas) is there a way to add a back button to these OOTB setup pages? Navigator > Sales > Quotas > Side Menu > Manage Sal…Christian Gerald Patacsil 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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We are looking to have a Sales Quota plan where the Sales Manager also has a quota, how do we do itSummary: We are looking to have a Sales Quota plan where the Sales Manager also has a quota, how do we do that so the sales manager has a personal quota that is included…
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How can we display the foract vs qouta graph by the quantity not by the amount if there is any abiliSummary please it's important to know if there is ability to do that or not and how and we do not need any doc we just need explanation here -
Sales Quota Territory ManagementSummary Using different seasonality group for each sales quota plan territoryContent In our industry we have a practice of following different seasonal group for each sa…User_2025-02-10-19-37-14-987 28 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
what is the difference between territory quota amount and owner' qouta amout in the Quota UI and foContent We need please simple example for what "Territory Quota Adjustment " can be used and the difference between territory quota and quota owner as I can not get and …
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Can we able to create quote from service request?Summary: Can we able to create quote from service request? As how we able create quote from opportunity. Content (please ensure you mask any confidential information): V…
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Can we schedule new Process?Summary: Can We schedule new Process? Content (please ensure you mask any confidential information): We have cancelled Custom groovy schedule process by clicking on - ca…
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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Why do they sometimes charge the amounts in installments and other times they don't charge, is thisSummary: Why do they sometimes charge the amounts in installments and other times they don't charge, is this Content (required): When loading the amounts of the installm…
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Its important to know if there is ability to add the sales goal for specific product (item)Need to add new sales goal and specify a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 spec…
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Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory … -
Its important to know if there is ability to add quota for specific product item not groupWe need to add new sales goal for specific a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 …
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While importing Resource Quota, what value to specify in column ResourceQuotaIdSummary: I am using Import Management to import Resource Quota, but not able to ascertain what value to pass in colum ResourceQuotaId Content (required): I am using Impo…
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Set Sales Quotas by sales representative without territories?Summary: We have not setup territories because all reps can sell all products. I want to use the existing reports for reps to show how they are doing against their quota…
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How to set Quotas and sync with Incentive CompensationSummary: In 22B release we have seen that we can set goals and sync them IC, please provide document and steps on the same Content (required): **This post was created as…Suri Natarajan-Oracle 31 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
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Feature Spotlight: Estimated CompensationSummary New Video and Content Focused on Estimated Compensation FeatureContent Are your sales reps tired of not knowing what their compensation will be for a particular …Heather Sieberg-Oracle 37 views 0 comments 0 points Most recent by Heather Sieberg-Oracle Incentive Compensation -
Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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Unable to update sales stage and close date details in import.Content Hi Team, We are trying to create opportunity recode in import management , But we are facing the issue on sales stage and close date fields. We are passing sales…