Assign quotas by person and period
Keep each quota attached to the participant, plan, measurement period, and effective dates it governs.
- Individual and team quota assignments
- Proration and mid-period change evidence
- Role and plan context
Sales quota management software assigns targets to the right people and periods, calculates attainment from credited sales, and preserves how quota changes affect commission results. Quota Queue pairs quota management with a rep portal where each seller sees their attainment, credited deals, accepted plan, and statements, and can dispute a line item, with unlimited rep access on Starter and Pro.
Keep each quota attached to the participant, plan, measurement period, and effective dates it governs.
Calculate quota progress from the same accepted deal events used for commission calculations.
Forecast the commission impact of quota and rule changes without changing published results.
Check whether quotas are effective-dated per person and period, whether attainment uses the same credit rules as commissions, and whether reps can see attainment, the deals behind it, their accepted plan, and statements in one portal and dispute a specific line. Also check whether rep access is priced per seat.
It should be. If quota reporting and commission crediting use different ownership, split, or eligibility rules, representatives see two competing versions of performance.
The system should retain the old assignment, effective date, proration or replacement logic, approver, and resulting calculation impact.
A useful workflow models representative and team outcomes under proposed quotas and rates without overwriting the current published plan.
Model multiple representatives and export the calculation workflow.
See the broader incentive compensation workflow.
Define the rules and effective terms quotas feed.
Start free, import your existing plan, and validate calculations before inviting your team.
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