Sales vs Quota

by Tableau



The Tableau Accelerator for Sales vs. Quota gives you a jumpstart on data-driven insights for measuring your ability to reach your sales quota (or sales target).

Sales managers can use this Accelerator to better understand the distance from quota, either by product or opportunity type, to manage their sales team more effectively .

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 Quota
  • Sales vs Quota
  • Quota Attainment %
  • Sales to Quota

Required attributes

  • Date (date)
  • (Level of detail of your sales/quota) (string)
  • Sales Amount (numeric)
  • Quota Amount (numeric)

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • Slalom - Global Data & Analytics and Business Expertise from Tableau's top SI
  • IBM - Global Salesforce and Business Expertise
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Latin America

  • BackSpace - AI and data strategy solutions for your business
  • TSoft Latam - Regional Partner that helps you drive business digital transformation through Data Analytics
  • DataTeam - Foster Data Culture and Analytics for better business decision making

Tech Specifications

Supported Layouts

Works with

Tableau 2018.2 and later

Security and Legal