Takes what the plan simulator decided and turns it into monthly quotas your field will actually believe are fair — built on trend and selling days, not a manager's gut feel, with room to override where real life calls for it.
| Terr. | Base | Fixed Growth | Variable Growth | Opportunity Growth | Goal | Growth % |
|---|---|---|---|---|---|---|
| 014 | $380,000 | $15,000 | $10,000 | $7,000 | $412,000 | 8.4% |
| 022 | $370,000 | $14,000 | $9,500 | $5,000 | $398,500 | 7.7% |
| 031 | $255,000 | $10,000 | $7,200 | $4,000 | $276,200 | 8.3% |
| 045 | $410,000 | $18,000 | $12,000 | $5,900 | $445,900 | 8.8% |
| 058 | $470,000 | $20,000 | $14,000 | $8,300 | $512,300 | 9.0% |
Illustrative preview with sample figures — not your actual plan data.
Allocation methodology, carried over from the plan simulator — fixed, historical, opportunity, or a blend.
Prior-year baseline input, at the product/component level, once finalized.
Full rep & manager hierarchy, with roll-up structure for accurate territory-level reporting.
Growth & stretch goals, applied to the field or held flat to national growth (AOP), by your call.
Scale for real organizations, up to 10 components, 58 territories, and 5 rep types in one file — more with light configuration.
Automatic monthly allocation, by prior-year trend and current-year selling days, with full manual override.
Manager-level overrides, for outside factors that shouldn't be ignored just because a formula says so.
Fairness testing, on the resulting quota distribution before it's finalized and rolled out.
A 30-minute working session, on us — bring a plan or just your questions.
Book a strategy call