Set up sales quota

---
title: Set up sales quota
description: Assign quota targets to sales representatives and managers based on their hierarchy, role, and forecast period.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/setup-sales-quota.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Sales Forecasting, Sales automation apps, Configure, Sales Customer Relationship Management]
---

# Set up sales quota

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.

<table id="table_fjd_str_w2c"><thead><tr><th>

Fields

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Owner

</td><td>

Name of the owner of the team the quota has been assigned to.

</td></tr><tr><td>

External ID

</td><td>

ID of the owner of external source from which the quota is imported from.​

</td></tr><tr><td>

Sales team

</td><td>

Reference field to User Group in which the quota is assigned for. 

</td></tr><tr><td>

Territory

</td><td>

Reference field to the Territory in which the quota is assigned for. 

</td></tr><tr><td>

External Source

</td><td>

Name of the external source in which the quota is imported from.​

</td></tr><tr><td>

Period

</td><td>

Select a specific time period to assign this quota.

</td></tr><tr><td>

Amount

</td><td>

Select the currency and the amount of money to assign as quota to a team or an individual.

</td></tr><tr><td>

Type

</td><td>

Indicates if the quota is owned by an individual or at the roll up level.​

</td></tr><tr><td>

Forecast Model

</td><td>

Select the forecast model. **Note:** By default, Opportunity Amount Forecast is available to the users.

</td></tr><tr><td>

Active

</td><td>

Select the **Active** check box to activate this quota.

</td></tr></tbody>
</table>4.  Select **Submit**.

    The sales quota has been assigned to sales team.


**Related topics**  


[Using Sales Forecasting](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-sales-forecasting.md)

[Sales Forecasting](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/sales-forecasting.md)