Take Full Control of Sales Quotas With Nutshell’s New Per-User Quota Management

Setting quotas for your sales team shouldn’t require a calculator and a prayer. If a new hire needed a smaller number for their first quarter, or a top performer was ready for a bigger target, getting there meant finagling percentages instead of just typing in what you wanted.

We rebuilt quotas from the ground up. Nutshell’s new per-user quota management lets you assign, edit, and import sales quotas directly for each team member — no proportional splits, no slider frustration, just the numbers you actually want.

What’s new with quota management?

Instead of setting a team-level quota and subdividing it, you now set quotas directly for individual users. Head to Reports → Quotas, click “Add a quota,” select a team member, and enter their monthly or quarterly targets. That’s it.

You still get a team view — a per-team rollup on the right side of the screen shows you team totals at a glance — but the source of truth is now the individual, not the team.

What can I do with the new quota management?

Assign quotas directly to each rep

Add a quota for any team member and type in exactly the number you want — no proportional math, no percentages. Each rep gets their own quota you can set, adjust, or update independently. Whether you’re managing a team of two or twenty, everyone’s targets are a few clicks away.

Set targets by quarter, fine-tune by month

Enter a quarterly total and Nutshell automatically distributes it evenly across the three months in that quarter. If one month needs a different number, lock it in — Nutshell proportionally adjusts the other two to keep the quarterly total right. Or skip the quarterly shortcut entirely and tab through individual monthly cells to set each one manually.

Import quotas from a spreadsheet

Prefer to set up quotas in a spreadsheet? Nutshell’s import flow lets you upload a CSV to set quotas for your whole team at once — all existing quotas for imported team members update automatically. Nutshell provides a sample quota sheet and guides you through mapping your columns during import.

Plan the full year in advance

Default to the current year or set up next year’s quotas whenever you’re ready. If a future year has no quotas yet, you can start from the previous year’s targets (handy if not much has changed) or build from scratch. No more scrambling at the start of Q1.

How do I get started?

Quotas are available on Nutshell Growth and above. Head to Reports → Quotas to get started.

For a full walkthrough, check out our quotas support article.

Ready to set quotas that actually fit your team?Not a Nutshell customer yet? Start a free 14-day trial and see what Nutshell can do for your team.

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