# 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.

- Topic: Sales
- Framework: Few-Shot
- Level: Standard
- Tags: Sales, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/set-fair-achievable-quotas-across-my-sales-team

## Prompt

```text
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.
```

## What to fill in

- AMOUNT and period
- e.g. 10-20%, or "recommend one"
- ADD

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.