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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 customer
A10000SAM
B12000TONY
C5000SAM
D9000SAM
E13000TONY

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

Former Member
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