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Former Member

Allocate Quota to Customers in Pipeline Performance Management!!

Hello,

I have a client requirement to have quota allocated to customers instead of Org units or sales person! A sales representative should be assigned to each customer. The quota of each sales rep should be the sum of his/her customer's quotas.

Example:

CustomerQuota assigned to customerSales Rep assigned to customerA10000SAMB12000TONYC5000SAMD9000SAME13000TONY

So according to the above quotas, Sam's quota should be 24000. But the quota is not directly assigned to SAM.

Q1) Is it possible to assign quota to customers?

Q2) If yes, is it possible to sum it up to the sales rep?

Thanks

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1 Answer

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    Former Member
    May 07, 2015 at 08:18 AM

    Hi Vaibhav,

    I am afraid this is not possible.

    First of all, the PPM is used to manage the pipeline performance of your employees. You can set the quota to your sales org, sales rep. But how could you set the quota to a customer? The logic of this idea is incorrect at first place.

    BR,

    Shawn

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    • Former Member Former Member

      Hi Dinesh,

      It cannot be done... I had a discussion with my team and senior CRM consultant, so we bullied the customer to change their requirements ... it was fun...