Want to set activity goals for your sales reps to meet? Look no further! With Nutshell, you can set up activity quotas for select sales reps, making sure they are completing enough phone calls, meetings, product demos, and more.
Activity quotas are a great way to boost your sales reps' productivity and keep the team on track to make sure they're always selling! Be sure to check out our Activity report article to see how to report on logged activities in Nutshell.
Setup
Nutshell will provide you a Default quota of 0 for all of your users. To adjust the Default quota, follow the steps below:
Go to Setup > Activity quotas.
Click inside the white box to the right of each activity type.
Type the number of activities you want to be completed for that activity type. Quotas are set up on a "per week" basis.
Click Save.
To create a brand new quota, follow the steps below!
Click +Create a new activity quota...
Give the quota a name.
Click inside the white box to the right of each activity type.
Type the number of activities you want to be completed for that activity type.
Click Save.
Assign activity quotas to sales reps
You can give specific sales reps individual activity quotas in Nutshell. Just follow the easy set of steps below to add a quota for your individual sales reps. By default, Nutshell will list all users under the Default quota.
Under Users with this activity quota click +Add a user...
Click the name to apply that name to the quota
FAQ
Can I retroactively edit a sales quota for previous time periods?
No, you cannot change a quota for a month that has passed. Nutshell preserves your data history in reports, and changing a past quota would skew reporting.
I changed my quotas mid-month. Why don't my numbers immediately reflect those changes?
As a best practice, quotas should be edited prior to the beginning of a new time period. Nutshell will recalculate, or pro-rate, the remainder of your month based on the changes you made. At the beginning of a new quota period, Nutshell will fully reflect your changes.