32 lines
1.2 KiB
Markdown
32 lines
1.2 KiB
Markdown
---
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name: quota-health
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description: Use to analyze quota distribution, attainment fairness, and productivity
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signals.
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---
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# Quota Health Review Skill
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## When to Use
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- During annual planning to align quotas with territory potential.
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- Mid-year to diagnose underperformance risks or over-assignment.
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- Before launching compensation plan changes or SPIFs.
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## Framework
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1. **Data Collection** – pull attainment, pipeline, coverage, and territory metrics by rep/segment.
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2. **Fairness Analysis** – compute attainment distribution, Gini coefficient, and coverage ratios.
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3. **Signal Review** – identify chronic over/under assignments, ramp issues, or constrainted territories.
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4. **Recommendation Engine** – suggest quota rebalancing, enablement, or hiring adjustments.
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5. **Governance** – log proposed changes, approval needs, and communication strategy.
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## Templates
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- Quota health dashboard (rep-level KPIs, quartiles, recommendations).
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- CRO briefing outline with risks/opportunities.
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- Quota adjustment request form with approvals.
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## Tips
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- Pair with `territory-optimization` outputs to ensure coverage and quota stay in sync.
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- Normalize attainment for ramping reps to avoid skewed fairness scores.
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- Keep change logs auditable for finance and legal.
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---
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