Use Salesperson Quota Inquiry (7.17.2) to generate a screen or printed list of monthly quotas and quota percentages for a salesperson for a specific year. Totals are given by quota, sales amounts, over/under amounts, and quota percentage.

The Over/Under column displays the difference between the quota and the sales amount. The Quota% displays the percentage of quota met.

Use Salesperson Margin Inquiry (7.17.3) to generate a screen or printed list of monthly quotas and gross margins for a salesperson for a specific year. Totals are given by quota, sales amounts, margin, and margin percentage.

The margin represents the difference between amount of sales and cost of sales. The margin percentage represents the percentage difference between amount of sales and cost of sales.