Overview

The Quota Management page is where you set and maintain sales quotas for your team. It shows attainment against target at a glance and lets you edit individual quotas, update many at once, import from a file, and apply AI-suggested targets. Quotas set here drive attainment across dashboards, forecasts and coaching.

Getting there

Open the Quotas card from the Settings hub, or go to /revenue-intelligence/settings/quotas.

Period and view

Quotas set for shows which periods your organisation sets quotas for directly — Month, Quarter or Year. A highlighted badge means quotas are entered for that period; the others are calculated from it.
View switches the table between Monthly, Quarterly and Yearly.

When you view a period that isn’t your primary one, a notice explains that its quotas are calculated automatically — for example a monthly quota from a quarterly one is divided by 3, and a yearly quota from a quarterly one is multiplied by 4.

Summary cards

Four cards summarise the current view: Total Quota, Attainment, Coverage (users with quotas, for example 17 / 22) and Average Quota per rep.

The quota table

Columns are User, Role / Team, Current Quota, Attainment, Status and Actions. Statuses are:

On track — attainment of 100% or more.
At risk — attainment from 80% to 99%.
Behind — attainment below 80%.
No quota — no target set yet (the quota shows “Not set”).

A badge such as 100% ramp next to a quota marks a rep on a ramp schedule; the percentage is how much of a full quota applies to them.

Setting or changing a quota

Choose the period under View.
Find the user and select the pencil icon in their Actions column.
Enter the amount, then select the tick to save (or the cross to cancel).
The summary cards update.

To remove a quota, select the bin icon and confirm.

AI Suggestions

Opens AI Quota Suggestions — targets based on historical performance and growth targets, each with a confidence rating. Hover a suggestion to see how it was calculated (pipeline value, deal count, win rate, coverage ratio and key factors). Apply Allapplies every suggestion at once; Close dismisses the panel without changes.

Bulk Edit

Select Bulk Edit, then tick the users to update.
Enter an amount in Set quota to:.
Select Apply. Ramping reps have their ramp applied automatically.

Import

Import Quotas accepts a CSV or Excel file (.csv, .xlsx, .xls) with the columns email and amount.

Help

Opens an in-page guide: Understanding Quota Periods, Setting Quotas Effectively, Managing Team Quotas, and Pro Tips.

Troubleshooting

Coverage looks low: rows showing No quota need a target — set them individually, with Bulk Edit, or via Import.
A quota looks different in another view: non-primary periods are calculated from the primary one (for example quarterly ÷ 3 for monthly). Check the notice above the table.
Import doesn’t match users: the email column must match each user’s Summit53 email.
Ramping reps: the ramp badge means the target reflects the rep’s ramp schedule rather than a full quota.

Quota Settings: Set, Manage & Import Quotas