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

1. Data Collection – pull attainment, pipeline, coverage, and territory metrics by rep/segment.
2. Fairness Analysis – compute attainment distribution, Gini coefficient, and coverage ratios.
3. Signal Review – identify chronic over/under assignments, ramp issues, or constrainted territories.
4. Recommendation Engine – suggest quota rebalancing, enablement, or hiring adjustments.
5. 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.