Quota Tracking Calculator

Know your quota pace across any sales period. Blend pipeline stages to model realistic outcomes. Download reports, share with managers, and stay accountable weekly.

Inputs
Tip: leave “Pipeline Total” empty to use stage totals.
Fields auto-scale: 3 columns (large), 2 columns (medium), 1 column (mobile)
Pipeline Stages (optional)
Enter stage amounts and probabilities to compute weighted pipeline.
Weighted = Amount × Probability
Reset
Example Data Table
Sample rows show how quota, pipeline, and forecast can be reviewed quickly.
Rep Quota Closed Pipeline Weighted Attainment Forecast
Ayesha $250,000 $98,000 $320,000 $156,500 39.20% 101.80%
Hamza $180,000 $55,000 $210,000 $92,000 30.56% 81.67%
Sara $300,000 $142,000 $410,000 $205,000 47.33% 115.67%
Formula Used
  • Attainment % = Closed Won ÷ Quota × 100
  • Weighted Pipeline = Σ(Stage Amount × Stage Probability)
  • Forecast Total = Closed Won + Weighted Pipeline
  • Forecast Attainment % = Forecast Total ÷ Quota × 100
  • Remaining Quota = max(Quota − Closed Won, 0)
  • Current Pace = Closed Won ÷ Working Days Elapsed
  • Required Pace = Remaining Quota ÷ Working Days Remaining
  • Coverage (×) = Pipeline ÷ Remaining Quota
How to Use This Calculator
  1. Choose a period type, then confirm start and end dates.
  2. Enter your quota and closed-won revenue to date.
  3. Fill pipeline total, or enter stage amounts and probabilities.
  4. Set an as-of date to evaluate progress at any point.
  5. Review pacing, coverage, and forecast to guide next actions.
  6. Export CSV or PDF to share the update with leadership.

Quota Attainment Visibility

This calculator converts quota targets into daily reality by showing attainment, remaining quota, and projected outcomes for any period type. A $250,000 target with $98,000 closed reports 39.20% attainment, $152,000 remaining, and a clear focus for the next checkpoints.

Pipeline Weighting Discipline

Unweighted pipeline can exaggerate confidence, so stage probabilities convert raw pipeline into weighted value. If you list $45,000 at 10%, $60,000 at 25%, $80,000 at 50%, $70,000 at 70%, and $65,000 at 90%, the tool totals $320,000 pipeline and $156,500 weighted pipeline.

Pacing With Working Days

Time-based pacing uses working days elapsed and remaining to compute current pace and required pace. If 28 of 65 working days have passed, $98,000 closed equals $3,500 per day. To cover the remaining $152,000 in 37 days, the required pace becomes about $4,108 per day.

Forecasting And Risk Signals

Forecast attainment blends closed won and weighted pipeline into a single forecast total. Using the numbers above, forecast becomes $254,500 and forecast attainment reaches 101.80%. Status labels such as On Track, Watch, and At Risk are derived from forecast percentage and whether required pace is far above current pace.

Deal Math For Action Plans

When average deal size and win rate are provided, the calculator estimates deals needed to cover remaining quota. With a $15,000 average deal and a 25% win rate, each closed deal requires roughly four qualified opportunities. That means about 40.53 deals worth of attempts to close the remaining $152,000, helping you size outreach and pipeline creation goals.

Sharing, Audits, And Leadership Updates

Exports support clean handoffs: current snapshots for weekly reviews and session history for quick audits. Download a PDF to standardize manager updates, and use CSV to reconcile results with CRM dashboards, stage definitions, and weekly commit calls. Consistent inputs improve forecasting hygiene, highlight conversion bottlenecks, and keep teams accountable to measurable pipeline movement. For multi-rep rollups, run each seller once per week and compare forecast attainment side by side. When coverage falls below 2.0× remaining quota, prioritize pipeline generation. When required pace spikes, escalate approvals, pricing, or executive involvement very early.

FAQs

What is the difference between pipeline and weighted pipeline?

Pipeline is the sum of open opportunities. Weighted pipeline multiplies each stage amount by its probability, producing a more realistic forecast signal for quota reviews.

How does the calculator decide the status label?

Status uses forecast attainment and pace pressure. High forecast or projected attainment trends toward On Track, while low forecast or a much higher required pace trends toward At Risk.

Should I enter Pipeline Total or stage amounts?

Either works. If Pipeline Total is blank, stage amounts automatically roll up into pipeline and weighted pipeline. Use the override field only when your CRM already provides weighted totals.

Why do working days matter for pacing?

Working days translate targets into execution rate. By excluding weekends, the required pace reflects realistic selling time and helps spot end-of-period compression earlier.

How accurate is the deals-needed estimate?

It is a planning approximation. It assumes stable average deal size and win rate across the remaining period, so update the inputs weekly as the pipeline mix changes.

Do exports include my full CRM opportunity list?

No. Exports include the calculator inputs and computed results. Use them for meeting updates and audit trails, while detailed opportunity records should remain in your CRM.

Built for quick quota check-ins, forecast reviews, and pipeline hygiene.

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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.