Quota
Tracks sales quotas assigned to sales representatives or teams, used for performance evaluation and goal setting.
Columns
| Name | Type | References | Description |
| internalid [KEY] | Integer | A unique identifier (Id) assigned to each record in the quota table. Used for referencing and linking records across the system. | |
| aclass | String | The classification category associated with this quota record. Helps in segmenting financial and operational data for reporting and analysis. | |
| asa | Boolean | Indicates whether the quota is designated for alternative sales tracking. Used to differentiate between standard and alternate sales figures. | |
| date [KEY] | Date | The date associated with the quota entry. Represents the effective date of the assigned sales target. | |
| department | String | The department linked to the quota. Helps in tracking and managing quotas across different business units. | |
| entity | String | The sales representative assigned to this quota. This value corresponds to an employee record in NetSuite. | |
| id | Integer | A secondary internal Id, potentially used for duplicate or alternative referencing of records. | |
| ismanager | Boolean | Indicates whether this quota applies at a managerial level. Used to track team-wide sales targets. | |
| item | String | The specific product or service associated with this quota. Helps in tracking sales goals at the item level. | |
| location | String | The geographical or business location assigned to this quota. Essential for regional sales tracking and performance evaluation. | |
| mamount | Decimal | The monthly sales target amount associated with this quota. Provides a breakdown of sales goals over shorter periods. | |
| mamountquarterly | Decimal | The quarterly sales target amount. Used for performance assessment over a three-month period. | |
| savedsearch | String | The Id of a saved search used to generate or validate this quota entry. Facilitates dynamic reporting and goal tracking. | |
| subsidiary | String | The subsidiary company that this quota applies to. Helps in managing multi-entity financial operations. | |
| targeton | String | Specifies the metric or parameter that the quota is based on, such as revenue, profit, or units sold. | |
| total | Decimal | The total sales target amount associated with this quota, aggregating all relevant factors. Used for performance evaluation and goal tracking. |