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
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.