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