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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
A sales manager dashboard needs specific KPIs that track quota progress, identify at-risk reps, and predict quarterly attainment. Native Salesforce reports struggle with quota calculations, team performance comparisons, and real-time attainment tracking across multiple time periods.
Here are the essential quota attainment KPIs you should include and how to build a dashboard that actually helps you manage team performance.
Track comprehensive quota attainment metrics using Coefficient
Coefficient provides essential capabilities for building quota attainment dashboards that overcome Salesforce’s limitations. You can import data from multiple objects simultaneously, create complex quota percentage formulas, and build rolling time period analysis that standard reporting can’t handle effectively.
How to make it work
Step 1. Import opportunity and quota data for comprehensive tracking.
Import closed-won opportunity data with owner assignments and close dates, plus user quota data from Salesforce quota objects or custom quota fields. Set up automated daily refreshes to maintain current quota attainment metrics across your entire team.
Step 2. Calculate real-time quota progress percentages.
Create formulas that show current quarter achievement percentage versus quota by rep and team: `=SUMIFS(Amount,Owner,”Rep Name”,CloseDate,”>=”&QuarterStart)/Quota`. Build separate calculations for monthly and weekly progress tracking.
Step 3. Build pipeline coverage ratio analysis.
Calculate pipeline value compared to remaining quota by time period. Use formulas like `=PipelineValue/RemainingQuota` to identify reps who need more pipeline to hit their numbers and those who are well-positioned for quota attainment.
Step 4. Track weekly and monthly run rates.
Calculate average weekly sales velocity compared to quota requirements using rolling averages. Create run rate projections that show whether current performance will result in quota attainment: `=WeeklyAverage*RemainingWeeks`.
Step 5. Set up automated quota performance alerts.
Configure Coefficient’s email alerts when reps fall behind quota pace thresholds. Create visual performance rankings that compare individual rep performance against team averages and historical quota achievement patterns.
Manage team performance proactively
The right quota attainment KPIs help you identify performance gaps early and take corrective action before the quarter ends. Start building your comprehensive quota management dashboard with Coefficient.
