Track quota progress across your pipeline daily. Forecast performance using weighted deals and realistic pacing. Plan next actions, close more deals, and hit quota.
Sample team snapshots for quick benchmarking.
| Rep / Period | Quota | Achieved | Rate | Status |
|---|---|---|---|---|
| A. Khan / Month 1 | 100,000 | 92,500 | 92.50% | Watch |
| S. Ali / Month 1 | 80,000 | 83,400 | 104.25% | Quota achieved |
| M. Noor / Month 1 | 120,000 | 71,000 | 59.17% | At risk |
| Team / Quarter | 900,000 | 612,000 | 68.00% | At risk |
Weighted pipeline should represent already probability-adjusted value from your pipeline stages.
Quota achievement rate turns daily selling activity into a single, comparable signal. Use it to align reps, managers, and leadership on whether results match plan. Pair the rate with effective achieved, remaining gap, and days remaining to explain performance without long spreadsheets. For revenue quotas, keep currency consistent and exclude one‑off credits unless policy defines them as carryover. When sharing updates, report both achievement and forecast rates, then note the key drivers: deal mix, pipeline coverage, and cycle time, so stakeholders can act decisively without reopening old assumptions.
Current pace per day reflects what has been booked so far, divided by days elapsed. Required pace per day converts the remaining gap into an actionable daily target. When required pace rises above historical throughput, shift focus to higher-value segments, tighten qualification, and shorten next steps. Add micro-milestones, such as meetings set or proposals sent, so activity supports the pace you need.
Weighted pipeline aggregates open deals after probability adjustment. Adding it to achieved produces a practical forecast and forecast rate. Keep probabilities consistent by stage and refresh after meaningful customer events. If forecast rate stays under 100%, increase coverage, improve win rate, or raise average deal size. Track coverage ratio, like pipeline value divided by remaining gap, to spot thin funnels early.
The deals-needed estimate uses average deal size and expected win rate to translate the gap into countable opportunities. It is a planning guide, not a promise. Compare average days to close with days remaining; if close time exceeds the window, prioritize late-stage deals and remove stalled items. When the gap is small, focus on clean execution rather than adding noisy, low-fit opportunities.
Run the calculator before weekly pipeline reviews and QBRs. Track movement in rate, forecast, and gap after each coaching action. Use carryover and stretch targets to document policy effects. Export results to share context, capture commitments, and build a consistent narrative across the period. Store exports to benchmark seasonality, ramps, and process impact.
It measures how much of your period quota has been achieved so far. The calculator uses effective achieved divided by quota target, expressed as a percentage.
Use probability-adjusted value from your CRM stages. Multiply each open deal amount by its stage probability, then sum the results for a realistic forecast input.
It converts the remaining gap into a daily target for the days left in the period. If required pace is too high, you need bigger deals, better conversion, or more pipeline.
Yes. Switch quota type to units and enter targets and achieved values in the same units. The rate and pace calculations work the same way.
It estimates how many additional opportunities you may need to win, based on average deal size and win rate. Treat it as planning guidance and revisit as assumptions change.
Exports create a consistent snapshot of inputs and results for coaching, forecasting, and QBRs. They help teams track changes over time and document commitments.
Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.