Sales vs Quota

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)