The Quota Management Worksheet page gives an overview of your recent, quota messages, quota restrictions, recent quota transfers, and the ability to predict and monitor the potential effects on your quota over a 16 month period.
To open the Quota Management Worksheet page from the Dashboard page:
•Click the Quota arrow on the menu bar and then select Worksheets.
The Quota Management Worksheet page provides:
•View of recent quota messages with quick links (
) to View All messages
•View list of active quota restrictions
•View list of recent quota transfers with quick links () to View All quota transfers
•View of the quota worksheet (in quota, over quota) over a 16 month period. including allocations, incentives, Cumulative Position, and lost opportunity values for the months selected for the projected month, future month and lost opportunity
Note: Actuals are shown for previous months and projected values for the current or future months.
•Ability to add, edit, or delete a projection to the worksheet for current and future months
•Ability to export details