Recipe - How To Set Quotas Based On Job Titles

Recipe - How To Set Quotas Based On Job Titles


This article applies if you want to set the same quotas for multiple users with the same job title.

Becoming Familiar With General Plan Setup
We first recommend first reading this article to become familiar with fundamental mechanisms of plan configuration.

Choosing An Approach
Let's say that you want to use the following quotas:
  • All Junior AEs = $100K
  • All Senior AEs = $200K

There are 2 primary ways you can accomplish this.
  • Approach 1 - define per-user custom variables 
  • Approach 2 - define a dynamic quota formula based on user tags 

Approach 1 - Define Per-User Custom Variables
You can set each user's quota based on your knowledge of their job title. 

For each AE:
  1. Edit the user
  2. Go to the "Custom" tab
  3. Define a custom variable called "Quota"
  4. Set appropriate values based on their job title
  5. Set effective dates



Then, update your plan:
  1. Edit your plan
  2. Go to the "Incentives" tab
  3. Select this option from the dropdown
  4. Enter @@Quota



Sales Cookie will automatically resolve the value of @@Quota for each credited user. The period you are calculating for will determine which value is effective. 

Advanced - Bulk-Entering Quota Values
To bulk enter values across multiple users, you can use the bulk quota tool:
1. Go to Settings > Tools
2. Select "Bulk Set User Quotas"

Note: you can select users by tag when bulk-setting quotas.



Approach 2 - Define a Dynamic Quota Formula Based On User Tags 
A more elegant solution consists in defining a dynamic quota formula. This formula can lookup each credited user's tag, and return a quota value.

For example, if a user is promoted from Junior AE to Senior AE, all you have to do is change their tags. Your plan logic ensures the right quota is used for your next calculation.



First, update your plan:
  1. Edit your plan
  2. Go to the "Incentives" tab
  3. Select this option from the dropdown



Then, in the quota formula, enter something like this:



As you can see, this formula retrieves tags from each credited user. Then, depending on the user's tags, it returns the correct quota value for that user.

Advanced - Avoiding Hardcoded Values
In the formula above, we've hardcoded values. Instead, you could refer to plan-level custom variables like this:



On the "Custom" tab of your plan, you can now define values for @@SeniorAEQuota and @@JuniorAEQuota for different periods. Sales Cookie will automatically resolve the value of @@SeniorAEQuota and @@JuniorAEQuota. The period you are calculating for will determine which value is effective.



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