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Set up a CRM with analytics tools and pull in all sales data.

The CRM you choose should allow your reps to track progress of each deal, and give you insights into their overall quota attainment in real time — for whichever quota you choose.

Create dashboards with relevant metrics and share with reps and leaders.

Using the sales performance data in your CRM, build two dashboards: one that allows you to track each rep’s performance individually, and one that tracks total quota attainment by team so leadership can view progress toward sales targets.

How to keep track of sales quotas

Once you’ve set your sales quotas, stay on top of sales performance data to see how your team is progressing. As noted above, that’s where a CRM comes in. Pull in all relevant sales performance data to this single source of truth, create dashboards to help you track it, and review progress during regular rep pipeline reviews and one-on-ones.

Using the dashboards you’ve set up, keep an eye on progress.

Regularly review each rep’s quota attainment to date during pipeline reviews and at the end of every quarter. Use this information to adjust strategy or set new quotas that meet seller capacity and business objectives.

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Love the way you are Episode 17 Preview