Overview
Track progress against quota at a glance and analyze attainment by team and individual with flexible filtering.
Open Playbook: Pipeline Playbook • Revenue Playbook
Quota Progress (Dashboard)
- Attainment: % attained and actual vs. quota totals
- Progress Bar: Visual bar with expected progress tick based on time elapsed
- Status: On Track, At Risk, Off Track
- Gap & Recovery: Daily target to close the gap when behind
- Details: Open detail drawer/bottom sheet for deeper stats
Quota Analytics (Page)
Path: /revenue-intelligence/quota-analytics
Filters
- Period: Month / Quarter / Year
- Date Range: Optional start/end dates
- View: Team vs Individual
- At‑Risk Only: Quickly isolate low‑attainment reps
- Min Attainment: Filter by threshold (e.g., < 70%)
Interactions
- Refresh: Force-refresh if processing completes
- Open Detail: Click a rep to view their attainment breakdown
- Export: Use dashboard Export for Excel/PPT readouts
- Playbook: Use the Pipeline Playbook to coach teams on closing the gap
Related Settings
- Quota Settings: Configure targets, calendars, and segments
- Team/Role Settings: Ensure ownership and visibility are correct
Coaching Tips
- Discuss gap to close and daily targets in 1:1s
- Pair Quota Analytics with Revenue at Risk for rescue plans
- Use Exports to share team progress each week