Quotas loaded in minutes. Updated in seconds.
Guided imports, inline editing, and automatic rollup calculations — designed for RevOps, not Salesforce admins.
What changes on day one.
Full hierarchy visibility
See every rep, every month, every level on one screen. Drill from VP to director to manager to rep — no page reloads, no separate reports.
Quotas that stay current
Inline editing means updates happen in seconds, not import cycles. Click a cell, type a number, save. The hierarchy recalculates automatically.
Connected to the forecast
Quota data flows into attainment, gap analysis, and forecast views automatically. No manual reconciliation between quota and forecast.
Four ways quota management gets easier.
Full hierarchy. Full year. One screen.
Every rep, every month, every level of the org — visible at once. Drill from VP to director to manager to rep without leaving the page. Quarterly and annual totals calculate automatically. Switch between forecasting types with tabs.
| Team | Jan | Feb | Mar | FQ1 | Apr | May | FY 2026 |
|---|---|---|---|---|---|---|---|
| ▾ Guy Smiley VP Sales | $4.6M | $4.6M | $4.7M | $14.0M | $4.7M | $4.7M | $56.4M |
| › Amelia Nash International | $10K | $20K | $0.1M | $0.13M | $0.1M | $0.1M | $1.03M |
| ▾ Jamie Lee Direct Sales | $4.9M | $4.9M | $4.9M | $14.6M | $4.9M | $4.9M | $58.3M |
| › Alex Johnson South | $1.8M | $1.8M | $1.8M | $5.4M | $1.8M | $1.8M | $21.6M |
| › Avery Moore East | $1.4M | $1.4M | $1.4M | $4.1M | $1.4M | $1.4M | $16.2M |
Inline editing across the full grid.
Click any cell and type. Select a row to set all months at once. Multi-select across reps for bulk changes. Search for a rep by name to jump straight to their quotas. The hierarchy recalculates as you go — no export, no reimport.
Download template. Add quotas. Upload. Done.
The system generates a data template with the hierarchy, rollup paths, and IDs pre-filled. Paste in the numbers from finance's spreadsheet, upload, and it loads. No DataLoader. No field mapping. Works for ten reps or a thousand.
| A | B | C | D | E | F | |
| 1 | Quota Owner | Rollup Path | IDs (auto) | Jan FY 2026 | Feb FY 2026 | Mar FY 2026 |
| 2 | Guy Smiley | VP of Sales | 005a...FAAQ | $100,000 | $110,000 | $120,000 |
| 3 | Jamie Lee | VP of Sales >> Direct | 005a...CAAU | $80,000 | $88,000 | $96,000 |
| 4 | Alex Johnson | VP >> Direct >> South | 005a...HAAQ | $20,000 | $22,000 | $22,000 |
| 5 | Avery Moore | VP >> Direct >> East | 005a...IAAQ | $20,000 | $22,000 | $24,000 |
| 6 | Rowan Adams | VP >> Direct >> North | 005a...GAAQ | $20,000 | $22,000 | $22,000 |
| 7 | Taylor Smith | VP >> Direct >> West | 005a...BAAQ | $20,000 | $22,000 | $22,000 |
Set the rules. Preview. Apply.
Manager quota equals 90% of rep sum. Director equals 80%. Set the rules for each level, preview the calculated values before applying, and replace hours of spreadsheet math with one click.
| Current FY | Calculated FY | Change | |
|---|---|---|---|
| ▾ Guy Smiley VP Sales | $56.4M | $50.8M | -$5.6M |
| ▾ Jamie Lee Direct Sales | $58.3M | $52.5M | -$5.8M |
| › Alex Johnson South | $21.6M | $21.6M | — |
| › Avery Moore East | $16.2M | $16.2M | — |
| › Rowan Adams North | $16.2M | $16.2M | — |
Need more than quota?
Custom Data Manager uses the same interface for stretch goals, prior year actuals, budget targets, and any other numeric data tied to your forecast hierarchy. Same editing, same import, same rollups.
Set it. Adjust it. Track it.
Generate the template, fill in the quotas, import. Done in minutes — quota for the entire org loaded and verified before lunch.
Territory shifts or targets change. Any ops lead can update quotas inline and watch them auto-roll up the hierarchy — no reimport, no waiting on IT.
Quota vs. forecast vs. closed, by rep. The gap is visible before anyone asks. Leadership doesn't have to wait for month-end.
Wired into the platform.
Quota Manager surfaces in Workbench as quota-vs-forecast columns, in Forecasting as attainment context for submissions, and in Oonu as something you can ask about in plain language. Need more than quota? Custom Data Manager adds stretch goals, prior year actuals, and any numeric field — same interface.
Explore RevWorksAvailable as a stand-alone.
Need quota management without the full platform? Quota Manager stands on its own — assignment, mass edits, and real-time attainment inside Salesforce. Start here and grow into RevWorks when you're ready.
See pricingSee Quota Manager in action.
Available as part of RevWorks Basic and RevWorks AI, or as a standalone product.
