1. What does this calculator measure?
It measures quota direction across periods, current attainment, expected pace, weighted pipeline support, and whether the latest period is trending safely toward target.
Enter Quota and Pipeline Data
Use six periods to spot direction, pacing, quota pressure, and pipeline sufficiency.
Example Data Table
This sample shows how quota, closed revenue, and weighted pipeline can be entered before running the calculator.
| Period | Quota | Closed Revenue | Weighted Pipeline | Attainment |
|---|---|---|---|---|
| Jan | $85,000.00 | $78,000.00 | $24,000.00 | 91.76% |
| Feb | $90,000.00 | $87,000.00 | $26,000.00 | 96.67% |
| Mar | $95,000.00 | $91,000.00 | $28,000.00 | 95.79% |
| Apr | $98,000.00 | $99,000.00 | $30,000.00 | 101.02% |
| May | $105,000.00 | $101,500.00 | $32,000.00 | 96.67% |
| Jun | $110,000.00 | $68,000.00 | $52,000.00 | 61.82% |
Formula Used
Attainment % = (Closed Revenue ÷ Quota) × 100
Quota Growth % = ((Current Quota − Previous Quota) ÷ Previous Quota) × 100
Run-Rate Revenue = (Current Closed Revenue ÷ Days Elapsed) × Total Days
Run-Rate Attainment % = (Run-Rate Revenue ÷ Current Quota) × 100
Forecast Revenue = Current Closed Revenue + Weighted Pipeline
Pipeline Coverage = Weighted Pipeline ÷ Open Quota Gap
Quota CAGR % = ((Last Quota ÷ First Quota)^(1 ÷ Period Intervals) − 1) × 100
Trend Slope uses a linear regression slope across period order to classify quota and attainment as rising, stable, or falling.
How to Use This Calculator
- Enter a label, quota, closed revenue, and weighted pipeline for each period.
- Add current-period timing values to enable run-rate and remaining-day calculations.
- Set your desired pipeline coverage and alert attainment threshold.
- Press Calculate Trend to show summary cards above the form.
- Review growth, attainment, run rate, forecast close, and coverage metrics.
- Use the CSV or PDF buttons to export the calculated output.
FAQs
2. What is weighted pipeline?
Weighted pipeline is deal value already adjusted by close probability. A $20,000 deal at 50% probability contributes $10,000 to weighted pipeline.
3. Why are six periods included?
Six periods give enough history to observe movement, calculate growth, estimate slope, and compare recent quota pressure against actual selling performance.
4. Should I use monthly or quarterly data?
You can use either. Keep the same period type across all rows so growth, slope, and pacing stay comparable.
5. How is the run-rate projection different from forecast revenue?
Run rate extends current production pace across the full period. Forecast revenue adds current closed revenue and weighted pipeline to estimate likely close value.
6. What pipeline coverage is considered healthy?
Many sales teams target 3.0x coverage, but the right threshold depends on win rates, sales cycle length, and deal slippage patterns.
7. Why can attainment trend differ from quota trend?
Quota may rise while execution weakens, or quota may stay flat while performance improves. Tracking both trends prevents misleading conclusions.
8. Can I use this for territories, reps, or teams?
Yes. It works for any sales unit as long as each period uses the same revenue basis and weighted pipeline logic.