Quota Manager

Guides and documentation for Quota Manager.

Get Started with Quota Manager Video How to navigate and use Quota Manager — forecast types, hierarchy navigation, year selection, and display options.Editing Quotas Video How to edit quota values in Quota Manager — inline editing, multi-select, row-level updates, and search.Quota Import Wizard Video How to import quotas using the guided import tool — generate a template, fill in values, and upload.Bulk Operations Video How to use bulk download, delete, and copy operations to manage quotas across fiscal years.Quotas with Groups Video How to view and edit quotas when forecasting types use product family or custom field groupings.Rollup Calculator Video How to view quota rollups, set rollup rules by hierarchy level, and apply calculated values.Quota Performance Tracking Video How quotas connect to attainment, gap analysis, coverage ratios, and forecast trends across Akoonu's views.Using the Quota Widget Video How to use the embedded Quota Manager widget on a user's profile page for quick individual quota updates.Adding the Quota Widget Video How to add the Akoonu Quota Manager widget to a Salesforce Lightning user profile page and set visibility permissions.