Quota Attainment Tracker

The problem this kills

Every week somebody asks "where are we against quota?" — and every week someone in sales ops rebuilds the same spreadsheet. They pull a bookings export, line it up against the quota sheet, fix the rep names that don't match, re-figure the pace math, and paste it into a deck before the Monday call. By Tuesday it's stale. Reps can't see their own number without asking. Managers can't see the team roll-up without a fire drill. And when a quota changes mid-quarter — a new hire ramps in, a territory shifts — the old number lingers in three places and nobody trusts the total.

It's not that the math is hard. It's that the math lives in a fragile spreadsheet that one person owns, with no approval on the numbers and no record of who changed what. The answer to "where are we?" should be a link, not a favor.

What you'll build

A clean internal web app where:

• Ops imports quotas and bookings from the sheets and exports you already have.
• The tool computes attainment for each rep: how much they've booked period-to-date, their pace vs. where they should be by now, and their gap to goal.
• It rolls up to team and region automatically — no second spreadsheet.
• Reps log in and see their own numbers; managers see their team; ops sees everything. Nobody sees a number that isn't theirs.
• Quota changes go through an approval gate. Ops drafts the quota set (and any mid-period change, with a reason and an effective date), a person reviews and publishes it, and only then does attainment compute against it.
• Everyone gets a link — plus a CSV export and an optional weekly email digest so the number lands in inboxes without anyone rebuilding a thing.

What's inside the Implementation Plan

• It starts by interviewing you about your business. Before it builds anything, the plan has the AI agent ask you a tailored set of questions — how your quota periods work, what revenue actually counts (booked vs. recognized), how new-hire ramps and mid-period changes happen, what your rep and deal records are named, your typical and peak volumes — and reads a short spec back to you for a thumbs-up. You get a tool shaped to how your sales org runs, not a generic template.
• A step-by-step build, each step ending in a ready-to-paste prompt.
• The full data model for quotas (with effective dates for ramps and changes) and bookings, with dedupe keys so nothing gets counted twice.
• The attainment, pace, and gap-to-goal math, plus team and region roll-ups.
• Login, per-rep visibility, the approval gate, the audit trail, the CSV export, and the optional weekly digest.
• A "No API yet?" fallback so you can build the whole thing today from Google Sheets / CSVs — no integration with your CRM required.

The governance it includes (this is the point)

This isn't a spreadsheet with extra steps — it's a tool your sales leaders can actually trust:

• Login so only your team can open it.
• Row-level security so reps only ever see their own attainment, managers see their team, and ops sees the org.
• A human approval gate on every quota set and every mid-period change — the AI drafts, a person reviews the reason and effective date, and only an approved quota set is ever used to compute attainment. Attainment itself is read-only.
• A complete audit trail — who changed which quota, when, and why.
• Duplicate guards — one quota per rep per period, and bookings deduped by deal ID, so the same revenue can never be counted twice.

Who it's for

Reps who want to see their own number any day of the week without asking. Sales managers who need the team and region roll-up before the Monday call. And sales ops people who are tired of rebuilding "where are we vs. quota?" by hand every single week.

You've got this — paste the first prompt and let the agent interview you.