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Business & Productivitygtmagents

quota-health

Use to analyze quota distribution, attainment fairness, and productivity

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--quota-health
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/sales-operations/skills/quota-health/SKILL.md -o .claude/skills/quota-health.md

Drops the SKILL.md into .claude/skills/quota-health.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Quota Health Review Skill

When to Use

  • During annual planning to align quotas with territory potential.
  • Mid-year to diagnose underperformance risks or over-assignment.
  • Before launching compensation plan changes or SPIFs.

Framework

  1. Data Collection – pull attainment, pipeline, coverage, and territory metrics by rep/segment.
  2. Fairness Analysis – compute attainment distribution, Gini coefficient, and coverage ratios.
  3. Signal Review – identify chronic over/under assignments, ramp issues, or constrainted territories.
  4. Recommendation Engine – suggest quota rebalancing, enablement, or hiring adjustments.
  5. Governance – log proposed changes, approval needs, and communication strategy.

Templates

  • Quota health dashboard (rep-level KPIs, quartiles, recommendations).
  • CRO briefing outline with risks/opportunities.
  • Quota adjustment request form with approvals.

Tips

  • Pair with territory-optimization outputs to ensure coverage and quota stay in sync.
  • Normalize attainment for ramping reps to avoid skewed fairness scores.
  • Keep change logs auditable for finance and legal.