BoogieBoard makes it easy to assign and manage quotas, define rep capacity, and control assignment windows using effective dates. Whether you’re working from a top-down forecast or distributing quotas based on actual account assignments, BoogieBoard gives you the flexibility to match your strategy and then syncs it all to Salesforce for a seamless experience.
Quotas represent the sales targets for your reps and territories. You can set them manually for each role or let BoogieBoard intelligently distribute them based on your existing account assignments or strategic goals.
Use when: You already know each rep’s target and want to guide distribution based on those numbers.
From either the Role Assignment List View or the Role Assignment Designer, find a rep (e.g. Enterprise AE – John Smith). Enter the quota value in the Quota input field.
When you run BoogieBoard’s territory distribution engine, the system will weight the results based on each rep’s quota. Reps with higher quotas will receive a proportionally larger share of accounts, revenue, or your selected balancing goal.
<aside> ⚠️ If using Rep-Level Quota setting, ALL reps within the same parent node must have quotas defined. Reps missing quota definitions will receive 0 accounts.
</aside>
Use when: You have a total number to hit and want BoogieBoard to break it up intelligently.
Instead of assigning quotas one by one, you can start with a total quota for a segment (like Mid-Market AEs) and let BoogieBoard distribute that total across the roles in that group.
