how to set sales quotas for field reps
How to set sales quotas for field reps on the turf they hold
How to set sales quotas for field reps is to set a weekly visit target on the territory or the turf, or to write a close count down and check it against logged outcomes. Knockdesk field sales software keeps that target under the sales territory management pillar.
Book a Walkthrough- 1Choose the quota: a weekly visit target on the territory or the turf, or a close count you will write down.
- 2For visits, enter a number from 1 to 100,000, or leave the field blank. Blank means no target.
- 3Read pace from that target. Ahead starts at 110 percent. On track starts at 90 percent.
- 4For closes, write the count down and check it against logged outcomes. The desk does not store a percent of quota.
- 5Keep one owner on the turf so the number belongs to a person.
The number
A quota the desk does not store will not appear on its own
There is no separate quota engine on this desk. The weekly visit target is the number on the territory or the turf. A close quota is a count the manager writes down and checks against logged outcomes. Ahead and on track are a pace read on the visit target. They are not a percent of quota the product stores.
Blank is not zero
Blank means no target. It does not set a target of zero, and it does not create an ahead or on track read.
Stay in range
A weekly visit target is 1 to 100,000 visits a week. A number outside that range is not the setting.
Pace is not a stored percent
Ahead starts at 110 percent of the target. On track starts at 90 percent. That read is not a percent of quota saved on the deal.
One owner
A target on turf with two names still does not say who owed the visits.
The target
Put the weekly visit target on the turf
Set the weekly visit target on the territory or the turf, from 1 to 100,000, or leave it blank on purpose. Ahead starts at 110 percent of the target. On track starts at 90 percent. If the quota is closes, write that count down and check the logged outcomes. Full desk is on the pricing page. A free trial is not open.
Turf
Sample
- Active
North ridge
Maya Chen
186 pins · 42% complete
- Active
Harbor loop
Jordan Hale
94 pins · 18% complete
Related
Keep going from this quota how-to
- Sales territory management
The pillar for the territory and the turf that hold the weekly visit target.
- Sales territory mapping
The draw screen where you set the weekly visit target on the territory or the turf.
- Avoid double knocking
A target needs one owner, or the number still names two people.
- Verify the visits you count
Check the close count against logged outcomes, including a knock that stays unverified.
- Field sales guides
The hub this how-to opens from.
- Knockdesk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
How to set sales quotas for field reps?
Set a weekly visit target from 1 to 100,000 on the territory or the turf, or write a close count down and check logged outcomes. Blank means no target.
What do ahead and on track mean?
Ahead starts at 110 percent of the weekly visit target. On track starts at 90 percent. That pace read is not a percent of quota the product stores.
Does a blank weekly visit target mean zero?
No. Blank means no target.
Can I store a percent of quota?
No. The product does not store a percent of quota. A close count is a number you write down and check against logged outcomes.
Where does the weekly visit target live?
On the territory or on the turf, from 1 to 100,000 visits a week. There is no separate quota engine.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The target
Bring the number you want the week to hit.
We will set the weekly visit target, or check a close count against logged outcomes. Full desk is on the pricing page. A free trial is not open.
Book a Walkthrough