How to view & forecast your Attainment
This article walks you through how to view and forecast your attainment or other goals in QuotaPath.
Viewing Your Attainment
Navigate to the Attainment page. From here, use the date range filter to filter for specific dates of data you would like to view. You can also use the component filter to filter down to 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 — for example, you may see a monthly quota. One thing to keep in mind: depending on your date range filter, you could see a prorated quota.
The component cards show your attainment percentage. Below them, a line graph shows your attainment over time, giving you the ability to see how you are progressing on a particular component or shared quota.
Reading the Attainment Graph
You can choose different components here and view in different periods. The graph shows your attainment over time, with a pacing line behind it in grey that shows where you would need to be in order to hit your quota. If you hover over any data point in the graph, you will see where your revenue is at compared to where your quota would need to be at that time.
If you scroll down, you will 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 is where you can see a summary of all the records and the deal amounts for each one.
Forecasting Your Attainment
Use Select All to forecast your entire pipeline, or pick individual records to forecast — for example, select two records and click Forecast Pipeline.
Scroll back up to the top. The graph will show a dotted line to indicate what your attainment would look like if you closed those deals. You will also see what your attainment percentage would be and the additional revenue in the component cards.
That is how you view and forecast your attainment in QuotaPath.