Sales vs Quota | Tableau Exchange

Sales vs Quota

by Tableau


This Tableau Accelerator allows you to:

  • Assess your sales results vs quota
  • Appraise your sales performance from different perspectives: Month-to-Date, Year-to-Date, Actual vs Quota vs LY, Tabular View

Demo video

Answer key business questions

  • Have we achieved our sales quota? This month? Since the beginning of the year?
  • How do we perform compared to the previous month? Compared to last year?
  • Where do we need to focus our sales efforts?

Monitor and improve KPIs

  • Total Sales: Total Sales amount actual (expressed in currency)
  • Total Quota: Total Sales amount target (expressed in currency)
  • Sales vs Quota: Remaining sales to reach the quota (expressed in currency)
  • Sales vs Quota %: Quota attainment rate (expressed in %)
  • Quota Attainment %: Share of Sales Quota a person or an organization was able to reach/attain (expressed in %)

Required attributes

  • Date (date): Period
  • Sales Amount (numeric): Sales Amount
  • Quota Amount (numeric): Quota Amount (add the level of detail of your choice to your dataset)


Supports data mapping


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