Manager Quota Allocation Tool

This tool is designed to provide users with an overview of two different, common quota allocation methodologies that a sales manager can use to allocate quotas to their sales teams. The two methodologies are:

1. Major Account Planning: Set quotas for each account using historical data, pipeline data, and account plan knowledge, and then roll quotas up to each assigned named account seller.
2. Modified Fair Share: Apply top-down growth expectations to current year’s (projected) performance to derive each territory seller’s initial fair share quota. Subsequently, managers adjust these quotas using various modifying factors, such as seller tenure and territory potential, to arrive at the final allocation.

Developed in collaboration with the Alexander Group, Inc.