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Quota attainment by rep

See revenue by rep to compare each rep's closed revenue over the selected period.

Authored by Sid Chaudhary

Founder & CEO at Intempt

Agentic workflow

Coming soon

1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Rank reps on quota hit

    Coming soon

    Blu builds a step

About this recipe

When to use it

Quota attainment is the metric every rep 1:1 starts with, and most managers are pulling it from three different spreadsheets. This ranks every rep by % of target hit, with trend and pipeline coverage built in.

What it delivers

Tracks per-rep quota attainment percentage with trend over time, pipeline coverage ratio, and a ranked leaderboard across the team.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“See revenue by rep to compare each rep's closed revenue over the selected period.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    How the recipe runs

    Blu follows the steps in order and shows you each one before anything goes live.

    1. 01Rank reps on quota hitCreate an Insights report called "Quota Attainment by Rep". Series A: Sum of Deal won.amount per period, grouped by owner_id, unit: $, label: "Revenue Closed by Rep" Series B: Workspace-configured quota per rep per period, unit: $, label: "Quota Target" - Sourced from a per-rep quota attribute on the Users object OR from an external integration (HubSpot/Salesforce typically syncs this). Series C: Computed: Series A / Series B × 100, unit: %, label: "Quota Attainment %" Series D: Sum of all open-deal amounts (current pipeline) per rep / Series B = "Pipeline Coverage Ratio per Rep" Series E: Trailing-12-month rolling Series C per rep: the durable performance signal vs. period noise Time granularity: Quarterly (the standard quota period for B2B) Time range: Last 4 quarters + current quarter Breakdown: By owner_id (per-rep) Compare: Previous quarter AND same quarter prior year Chart type: Sortable horizontal bar chart per rep: bar = Series C (attainment %), with target line at 100%, annotation showing absolute closed revenue and quota; secondary view: trend chart per rep over last 4 quarters Sort modes: - By Quota Attainment (descending) to "Top Performers" - By Pipeline Coverage Ratio (ascending) to "At-Risk Reps" (low coverage = next-quarter shortfall) - By Revenue Trend (rolling-12mo) to "Consistent Performers" Annotations: - Color-code attainment: green ≥100%, yellow 80-99%, red <80%. Industry benchmark: top-quartile sales orgs have 60%+ of reps at ≥100% attainment; struggling teams have <40%. - Flag any rep at <50% quota attainment with <2:1 coverage ratio: acute performance risk; needs immediate manager intervention. - Flag the gap between top-performer and median: a 3x+ gap indicates skill/territory imbalance worth rebalancing. - Surface "ramp" reps (in their first 2 quarters) separately: they're not expected to hit full quota and shouldn't dilute the team-attainment percentage. - Highlight the top 3 reps by absolute revenue (not just %): these are the deal-making heavyweights regardless of quota assignment. Use case: distinct from rep-activity-leaderboard (which is calls/emails leading indicators): this is the lagging revenue outcome compared to assigned quota. Sales VPs use these together: activity diagnoses, attainment evaluates. Taxonomy notes: - Deal won.owner_id and Deal won.amount are canonical properties. - IMPORTANT (quota dependency: same caveat as forecast-vs-actual-quota) quota targets must be configured. Without quota data, Series B/C return null and the report degrades to absolute revenue-by-rep ranking only. - "Open deal amount" for Series D comes from the most-recent Deal stage changed.amount per deal_id where new_stage is not in closed states.

    Install Intempt and run it

    1. 1

      Sign up

      Create a free Intempt workspace.

    2. 2

      Connect your data

      Add the sources this recipe reads from.

    3. 3

      Ask Blu

      Type /quota-attainment-by-rep in Blu once this recipe is live there.

    4. 4

      Review and approve

      Blu builds each step and waits for your OK before anything goes live.

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