The Quota Desk
Sections
Section

Quota design

How sales targets are set and divided: top-down and bottom-up planning, the capacity a number implies, and when a quota should change mid-year.

Why every sales capacity plan breaks on CRM data

A sales capacity plan built on unreliable CRM data is not a plan. It is a spreadsheet that says what someone needed to hear. Before quota math can be trusted, the data layer has to hold.

Sanne de Vries · · 5 min

Capacity planning needs one attainment number

Capacity models fail at one specific point: when CRM attainment and finance quota records disagree. Joining them in a single warehouse table before comp season is the prerequisite, not the afterthought.

Sanne de Vries · · 5 min