Quota Management
Discussion List
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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… -
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 22 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 24 views 0 comments 0 points Started by Heather Sieberg-Oracle Incentive Compensation -
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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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… -
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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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question … -
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 -
How we can display the forecast vs quota by the quantity not by the amountContent Need to display the graph by quantity
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The target quota displaying 0 before that it was 1000000 and this is the correct numbet so why the qContent The quota graph displaying quota with 0 number despite of it's been published with the same quarter
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How we can display from 2021 to 2026 years in the quota paln years as the system is showing only froSummary we need to display from 2021 to 2026 years in the quota paln years list
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Workaround To Searching Products and Product Groups in Workspace or Normal SearchContent Hi, I learned that Product and Product Group search is only available for the adaptive search REST api. Is there a workaround for this using the normal search or…
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How To Import/Export Lead Assignment RulesContent Hi, I want to extract the existing lead assignment rules in oracle sales cloud, update and be able to import the updated rules back in OSC. Is this possible? Tha…
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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…
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User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…
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How To Determine If The Opportunity Is Created From A Deal RegistrationSummary How To Determine If The Opportunity Is Created From A Deal RegistrationContent Hi, Is there a field (flag) that will tell if an opportunity is converted from a d…
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Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new… -
How can use historacl sales data to calculate quota please need more explanation for this and for tContent Please we need simple explanation for dealing with the historical sales that can be used for calculate quota and we do not need for and doc we just need this exp…
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Feature Friday: Advanced ForecastingContent See how Sales Planning Cloud enables advanced forecasting using data sourced from ERP actuals plus CRM pipeline data to trangulate the most realistic forecast th…Michelle Brusyo-Oracle 21 views 0 comments 1 point Started by Michelle Brusyo-Oracle Incentive Compensation -
For what the Quota adjustment can be used please we need clear example for itContent According to this definition " What's an adjustment? An adjustment is the amount that territory owners, or sales managers who have child territories, add to the …
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Please anyone know how we can solve this error" This action can't be performed because no data exisSummary I am uing specific standard formula to calculate the quota automatically but facing this error and no calculation performed
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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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What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Summary What are some OOTB infolets that are useful for Sales Managers and Sales Directors?Content I'm designing a dashboard and I'm trying to decide which infolets are …