Percent quota attainment is a display option, so the setup is two parts: enable quotas for forecasts as an admin, then let users turn on the attainment column on the Forecasts page. You must already have Collaborative Forecasts and at least one forecast type configured.
- Open Forecast Settings
From Setup, search Forecasts Settings. Confirm Collaborative Forecasts is enabled and note which forecast types are active, since quotas attach per type.
- Enable quotas
In the Show Quotas section, click Edit, check Show quotas, and save. This makes the quota column and attainment percentage available on the Forecasts page.
- Load the quota numbers
Assign a target per user, per period. Enter a few by hand in Setup, or load many at once through Data Loader or the API against the ForecastingQuota object.
- Show the percentage on the page
On the Forecasts page, open the column or gear options and select Show Quota % Attainment. The progress bar and percent appear under each forecast.
Reveals the raw quota target number alongside each forecast, separate from the percentage toggle.
Reveals the calculated percent of quota plus the progress bar beneath each forecast rollup.
Determines whether the quota and percentage are read as revenue or as quantity, since each type carries its own quotas.
- The percentage is calculated from forecast value over quota, so you cannot report on it as a stored field; report on the inputs instead.
- Quota visibility is per user. One person hiding the column does not change what teammates see.
- The Manage Quotas permission lets a user edit subordinates' quotas only, never their own; a hierarchy gap blocks edits more often than a missing permission.
- A new quarter with no loaded quotas shows attainment against nothing, so schedule the quota import before the period opens.