How do I view quota set to my organization and to my team members?

Updated on August 21, 2018 05:01AM by Admin

To view your Organization and Team's quota,



  • Log in to the Sales Planning app.
  • Click on the respective Fiscal Year you want to view from the left pane.
  • Once you select, your Organization and Team’s quota will appear along with metrics in the rows and columns respective to sales stages and month.
Metrics and their meaning are listed below:

  1. Quota - The quota is the revenue target that all metrics are compared against.
  2. Sales Stages - These are the individual steps that each opportunity will progress through until they are closed.
  3. Sales Plan Category - Sales plan category groups stage together to as either “Pipeline”, “Forecast”, “Closed Won”, or “Closed Lost”.
  4. Pipeline - A sales plan category used to reflect early stage deals.
  5. Forecast - A sales plan category used to reflect late stage and/or committed deals we expect to close.
  6. Projection - The projection is the number of sales expected for this period based on the Forecast + Attainment.
  7. Attainment - Attainment is the total amount of all deals on a stage with a sales plan category of “Closed Won” for that period. By default only 1 stage exists for “Closed Won”, but you can group multiple outcomes to either won or lost.
  8. Gap/Cushion - You will see Gap or Cushion to describe your current projection in relation to the quota for this time period. If you are projected to close less than the quota, it’s identified as the gap. If your projection exceeds the quota, it’s identified as the cushion.  

My Organization Quota

My Team's Quota