Reports > Customize > Quota Credit

The Quota Credit area allows administrators to configure the quota credit value used in the incentive statement to calculate quota attainment.

This option allows sales representatives and managers to see attainment based on their cash and multiyear credits in the Incentive Statement and Team Incentive Statements reports.

note: This page in not available after you fully transition to the new Incentive Statement. In this case, you can configure this setting in the Reports > Customize > Incentive Statement Templates area.

Screen

Quota Credit Screen

All Fields

The following table describes the information you can specify when customizing quota credits:

Section	Field	Description
Step 1	Quota	The quota credit.
	Description	A description of the quota credit
Step 2	Selected Credit Types	The selected credit types to display as quota credit in Incentive Statements.
	Available Credit Types	The available credit types to display as quota credit in Incentive Statements

How to…

This section describes how to define the quota credit.

Define a New Quota Credit

To define a new quota credit on this screen, do the following:

1. Select Reports > Customize > Quota Credit to open the Quota Credit screen.

2. Click the New button.

3. Enter the Quota* by clicking the button and selecting the Quota name using dialog that appears.

4. (Optional) Enter a description.

5. Select the credit types to be used in the new configuration using the arrow keys to move them from the Available Credit Types area to the Selected Credit Types area.

6. Click Save.