Set fair, achievable quotas across my sales team
A quota allocation that adds up to your target, accounts for territory potential and ramp, and is explainable to every rep.
The prompt
Help me allocate quotas across my sales team for the coming period.
Team target I must cover: [AMOUNT and period]
Over-assignment buffer: [e.g. 10-20%, or "recommend one"]
Reps: [for each: name or ID, role/segment, tenure, ramp status, last 4 quarters attainment]
Territory or book potential: [account counts, whitespace, existing customer base, pipeline per rep, if known]
Constraints: [minimum or maximum quota, comp plan rules, open headcount and expected start dates]
Steps:
1. Compare 2-3 allocation methods: historical performance, territory potential, and a blend. Explain the tradeoffs of each (e.g. history alone punishes reps who over-performed).
2. Apply ramp: reduce quota for reps not fully ramped, and show the ramp schedule I should use.
3. Check that the sum of quotas covers target plus buffer, and that open headcount is not carrying more than a realistic share.
4. Flag any rep whose quota is more than 25% above their best recent quarter or territory potential.
Return:
- A table: Rep | Method inputs | Proposed quota | Change vs last period | Notes.
- The coverage check (total assigned vs target).
- A short explanation I can share with each rep about how quotas were set.
- Risks to watch in the first month.
Do not invent attainment or potential figures; use [ADD] where data is missing. Check final plans against our comp plan and any local employment rules with HR or finance.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Sales prompts
What to fill in
- AMOUNT and period
- e.g. 10-20%, or "recommend one"
- ADD
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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