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quota-health

gtmagents/quota-health

Data & Analytics

69

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SKILL.md

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About

Use to analyze quota distribution, attainment fairness, and productivity signals.

SKILL.md

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

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

Tips

Pair with territory-optimization outputs to ensure coverage and quota stay in sync.
Normalize attainment for ramping reps to avoid skewed fairness scores.
Keep change logs auditable for finance and legal.

Recommended Servers

Options-Intelligence

InfraNodus Knowledge Graphs & Text Analysis

Repository

gtmagents/gtm-agents

Files