Settings

Currency

Currency is used in many metrics, and requires it to be set. Values are choosen within the list of Currency Code : https://www.iban.com/currency-codes

Set Currency

POST /settings/currencies

request

{
    "currency" : "EUR"
}

response

{
    "message" : "Currency set.",
    "success" : true,
    "statusCode" : 200
}

Get Currency

GET /settings/currencies

response

{
    "message" : "Currency set.",
    "success" : true,
    "statusCode" : 200,
    "currency" : "EUR"
}

Periods

Period represent the unit of targeting/reporting traditionnally use in your sales environment.

You may decide to run your sales team motivation, targets, pace at different cadence.

Period	value	e.g
weekly	w1 to w52	w3 is 3rd week of Jan
monthly	m1 to m12	m4 is april
quarterly	Q1 to Q4	Q2 ranges from April 1st to June 31st

Depending on your willing to drive your sales team at your own pace, based on your business and sales management behavior, you will set the period accordingly.

Periods are used in :

• Quota/Target Setting

• Pipeline Metrics

• Trending for both pipeline and member

• Reviews and Forecasting cadences

Set Periods

PUT /settings/periods

request

{
    "period" : "monthly"
}

response

{
    "message" : "Period set.",
    "success" : true,
    "statusCode" : 200
}

Targets

Quartz enables to define team members targets (a.k.a quotas) for each period, so it can build pipeline to cover and other volume metrics.

This requires the period to be defined. Targets are passed through the payload request as a array in JSON, with one element per period timely ordered. (e.g 4 elements if choosen period is quarterly, or 12 if the choosen period is monthly). Targets are expressed in currency.

Set Targets

POST /settings/targets

request

{
    "member_id" : "m-32frp-54ghZ-Ed5S3-T9jik",
    "targets" : [200000, 320000, 450000, 700000] // 200000 for Q1, 320000 for Q2,.. 
}

response

{
    "message" : "Targets set.",
    "success" : true,
    "statusCode" : 200
}

Get Targets

GET /settings/targets

request

{
    "member_id" : "m-32frp-54ghZ-Ed5S3-T9jik",
    "targets" : [200000, 320000, 450000, 700000] // 200000 for Q1, 320000 for Q2,..
}

Sales Methodology

Quartz helps any team to leverage existing sales metholodgy by offering a collaborative template built for each methodology. The template ensures to capture data and identify how members follow the guidance.

Sales Methodologies available are managed by Quartz. As of today, existing methodologies available are :

• BANT

• MEDDIC

• SPIN

Methodologies are associated with sales pipeline in the CRM. Only one methodology can be associated with each pipeline.

Set Methodology

Set the methodology to use for the specified pipeline. While set methodology related template will be use in the Quartz app.

POST /settings/methodologies

request

{ 
    "methodology" : "MEDDIC",
    "pipeline_id" : "p-3rvG6-YhkE5-Dr5l9",
}

response

{ 
    "message" : "Methodology set.",
    "success" :true,
    "statusCode" : 200
}

Get Methodology

Returns the list of supported methodologies. Each methodology comes with a specifc template.

List of supported metholodgy templates :

• BANT = api returns "bant"

• MEDDIC : api returns "meddic"

• SPIN : api returns "spin"

GET /settings/methodologies

{ 
    "message" : "Methodology found and retrieved.",
    "success" :true,
    "statusCode" : 200,
    "methodology" : "meddic"
}