Uploading Quotas in Clari: Understanding Quota Management

Quotas are a central component of Forecasting. With the Quota Management module in Clari admin, you can bulk upload quotas for your team.

Access Quota Management:

1. Navigate to Clari Studio

2. Click the Studio menu in the top right to navigate to Quota Management

Uploading Quotas

1. Download the Sample Quota File to see a preview of your first 10 Quotas.
2. Review your Current Quotas Setup to see all quotas currently set up for your organization and their settings.
3. Update the Sample Quota File with your quotas and Upload Quota File as a .CSV file

Note: Remember to upload as a plain .CSV file and not a .CSV UTF-8 file.

Need more information on Quota Management?  Check out our Knowledge Base Article!