---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Set up sales quota

# Set up sales quota {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Assign quota targets to sales representatives and managers based on their hierarchy, role, and forecast period.

## Before you begin

Sales agents and managers can set the quotas/targets for a specific period and distribute. The quota can be assigned to a sales group as well. Quotas can be imported from external sources or entered manually in the system.
Bulk import can be done by system administrator only.

Role required: sn_quota_core.quota_admin

## Procedure

1. Navigate to All Sales Quota Management Sales Quota.
2. Select New.
3. On the form, fill in the fields.  
   {#setup-sales-quota__table_fjd_str_w2c__entry__2}

   | Fields | Description |
   |-|-|
   | Owner | Name of the owner of the team the quota has been assigned to. |
   | External ID | ID of the owner of external source from which the quota is imported from.​ |
   | Sales team | Reference field to User Group in which the quota is assigned for.  |
   | Territory | Reference field to the Territory in which the quota is assigned for.  |
   | External Source | Name of the external source in which the quota is imported from.​ |
   | Period | Select a specific time period to assign this quota. |
   | Amount | Select the currency and the amount of money to assign as quota to a team or an individual. |
   | Type | Indicates if the quota is owned by an individual or at the roll up level.​ |
   | Forecast Model | Select the forecast model. Note: By default, Opportunity Amount Forecast is available to the users. |
   | Active | Select the Active check box to activate this quota. |
   [ ]

   {#setup-sales-quota__table_fjd_str_w2c}
4. Select Submit.  
   The sales quota has been assigned to sales team.
**Related concepts**   

* [Using Sales Forecasting](https://www.servicenow.com/docs/rVjDbfjWj21HxQajBWaTBA "Sales Forecasting uses the current opportunities in the system to predict future opportunity amounts.​ The Opportunity Management application contains the list of opportunities created for the customers and each of these opportunities are in different stages of the sales cycles.")
* [Sales Forecasting](https://www.servicenow.com/docs/B7CZBPBVw_tNy1ksBh6gkQ "Project your future sales and revenue based on data from opportunities, historical performance, and pipeline analysis using Sales Forecasting. With this application, sales managers can allocate resources effectively, receive constructive feedback, and forecast sales with precision to make informed decisions.")

*[\>]: and then