How to view & forecast your Attainment
This article walks through how to view and forecast your attainment or other goals in QuotaPath.
Viewing Your Attainment
To get started, navigate to the Attainment page. From here, you can use the date range filter to filter on specific dates of data you would like to view. You can also use the component filter to filter down on specific components of your plan.
At the top of the page, you will see a summary of your components. This shows your quota for each component. Note that depending on your date range filter, you may see a prorated quota. The attainment percentage appears in the component cards.
Reading the Attainment Graph
Below the component cards, a line graph shows your attainment over time. This lets you see how you are progressing on a particular component or shared quota. You can choose different components and view different periods. The graph also includes a grey pacing line that shows where you would need to be in order to hit your quota.
Hover over any data point in the graph to see where your revenue is compared to where your quota would need to be at that time.
Scroll down to see a list of all your individual records grouped by the same three deal stages used on the Earnings page: closed won, pipeline, and closed lost. This view also shows a summary of all the records along with the deal amounts for each one.
Forecasting Your Attainment
Use Select All to forecast your entire pipeline, or pick individual records to forecast.
Once you select records and forecast your pipeline, scroll back up to the top.
The graph now includes a dotted line that shows what your attainment would look like if you close those deals. The component cards also show what your attainment percentage and additional revenue would be.
