Quotas
How quota attainment works in Quota Queue
Quota attainment compares a participant’s eligible credited performance with the quota assigned for the applicable plan and period. It must use the same credit model as commission calculations to avoid competing performance totals.
- Product location:
- Dashboard → Plans or Planning → Quotas
- Reviewed:
- 2026-08-23
Before you begin
- A participant quota
- A measurement period
- Eligible credited performance
Worked example
Calculate Ava's attainment
Illustrative Northstar Software workspace. The people and transactions are fictional; the workflow and product UI are real.
| Input | Value |
|---|---|
| Credited revenue | $120,000 |
| Monthly quota | $100,000 |
| Formula | $120,000 ÷ $100,000 |
| Attainment | 120% |
Result: The same 120% value determines whether Ava's above-quota accelerator applies.
Basic attainment formula
Attainment percentage equals eligible credited performance divided by the applicable quota, multiplied by 100. A participant with $120,000 of eligible credited revenue against a $100,000 quota is at 120% attainment.
The simple formula is only reliable after eligibility, ownership, splits, effective dates, and the quota period have been resolved.
Where the quota comes from
A plan defines the quota amount, measurement period, and distribution. Assignments connect those terms to the intended participant and effective dates. Approved assignment-level or period-level values remain explicit when the operating model requires them.
Credited performance
Attainment should use the same accepted credit events that feed commission calculations. Primary deal ownership, revenue splits, and any plan-defined additive participation must be evaluated consistently across both surfaces.
Common causes of disagreement
- CRM reporting uses opportunity amount while the plan uses another credited basis.
- The CRM and commission system resolve splits differently.
- A quota was replaced or prorated mid-period.
- A deal date falls outside the intended period.
- A plan condition excludes a transaction from commission credit.
- A source correction has not been reconciled across the open period.
Product walkthrough
See the workflow in Quota Queue
These captures show the real product interface with demonstration data. Product UI shown as of August 2026.
Expected result
The displayed attainment can be reproduced from the participant's credited performance and effective quota for the same period.
Open this workflow in Quota QueueTroubleshooting
Why does attainment differ from a dashboard report?
Check the measurement dates, quota distribution, participant credit, eligible stages, and whether the report uses bookings or another performance measure.