Sales vs Quota
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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
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 organisation 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)
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