% of quota achieved. The Quota Attainment Calculator takes quota for the period, sales achieved and returns quota attainment plus gap to quota, reading. Results update as you type, and the formula is shown under the result so you can repeat it in your own spreadsheet.
Pricing and sales metrics decide how much of the value you create you actually keep. Test price changes against margin, not volume alone, and measure the pipeline consistently so forecasts can be trusted. Use the worked example below to check the maths against your own figures.
How the Quota Attainment Calculator works
Teams where fewer than half the reps hit quota usually have a quota problem, not a rep problem. Track attainment distribution, not just the average.
Worked example
With the example values (quota for the period of $250,000, sales achieved of $210,000), the quota attainment is 84%; gap to quota $40,000.00, reading Close: within 20% of quota. Change any figure above and the result updates immediately; use Copy results to paste the summary into a note or email.
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Frequently Asked Questions
How is quota attainment calculated?
attainment = sales achieved ÷ quota.
Which figures do I need?
Quota for the period, sales achieved. Take them from the same period and the same set of accounts or reports so the ratio is consistent, and check the example values as a guide to the units expected.
Should I test a price change before rolling it out?
Yes. Model the margin impact here first, then test on a segment or product line and measure volume and margin before applying it everywhere.
