Quota Manager

Set fair, defensible quotas at scale.

A national quota allocation, modeling, and analysis tool with built-in life-sciences target-setting methodologies — set achievable targets across geographies using sales and non-sales potential factors, with caps and floors.

Quota allocation by territory
Attainment spread
±8%
Buy-in
94%
Key features

Everything you need to set better targets.

01

Non-sales potential factors

Incorporate potential-gauging factors from outside the sales ecosystem — marketing spend, key accounts, patient demographics, and number of specialized physicians.

02

Forecast scenario modeling

Allocate national quotas to underlying geographies across different performance scenarios — optimistic, realistic, and pessimistic.

03

ML-based sales trending

Trend geography-level sales for individual products using embedded machine-learning frameworks, or select a methodology manually.

04

Built-in fairness analysis

Evaluate allocated-quota quality with historical-period testing and visualize performance across modeled scenarios using market and product-volume markers.

Your guide

Sales goal-setting & quota management.

Signs your sales targets need attention

  • Too many — or too few — reps hitting target
  • Extreme outlier performances
  • High performance standard deviation across the team
  • A disconnect between top/bottom performers and actual performance
  • Biases in systemic payment outcomes

How automation benefits your business

  • Significantly improve transparency and quota buy-in
  • Improve the efficiency of the selling process
  • Identify the strengths and weaknesses of your sales team
  • Analyze each geography's quota performance by selected parameters
  • Keep targets in sync with market changes

See Quota Manager on your data.

Bring your territories and history — we'll show you fairer, more defensible quotas in weeks.