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CRM Glossary

Sales Quota

A sales quota is the target a rep or team is expected to reach within a given period.

A sales quota is the target a sales rep or team is expected to reach in a period — usually a month or a quarter. It is most often set on closed-won revenue, sometimes on units or new customers.

A good quota is

  • Achievable: in line with past performance and the size of the pipeline.
  • Measurable: attainment is calculated automatically from won opportunities.
  • Periodic: set per quarter and tracked month by month.

Attainment

Attainment = won amount ÷ quota

In CRModular

Targets are defined per period and per rep on the Targets & Quotas screen; attainment is calculated from won opportunities, and every rep can see their own target versus actual.

CRM Glossary

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