How Can I Specify a Dynamic Quota Formula (Advanced)?

Sometimes, you need quotas to be calculated dynamically using a quota formula.

Do You Need A Quota Formula?
In most cases, it's sufficient to use available quota options (such as "As Percentages of a Per-Target Dynamic Quota" or "As Percentages of a Per-Plan Dynamic Quota"). Those options let you define quotas which vary over time, using custom variables. 

However, there are situations where you may need to calculate quotas in a flexible way. For example:

• Quotas depend on how long a rep has been employed (ramped quotas)
• Quotas depend on the payee's job title
• Etc.

For those cases, you can use a dynamic quota formula.

Creating a Dynamic Quota Formula 

First, review this article about formulas to understand how they work, and which constructs are available.

Next, create a dynamic quota formula:

• Edit your plan
• Click on the "Incentives" tab (if needed)
• Select "As Percentages Of a Dynamic Quota Formula" (in the dropdown)
• Enter a dynamic quota formula (examples below)

Your formula's output should be a numeric value in your workspace's currency. All attainment tiers will refer to this value using a percentage.

Dynamic Quota Formula Examples

Assume that you defined the following custom variable on users:

• @@StartDate (a Date field)

Here are some examples of formulas you could use to configure dynamic quotas.

Set A Quota Of 100 For Reps Within Their First 30 Days, 200 Otherwise

var $employmentStart = [Credited].[@@StartDate]

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var $startDate = [Calculation].[start_date]

--------------------------------------------------------------------

var $days = DateDiff($employmentStart, $startDate, Days)

--------------------------------------------------------------------

IIF($days <= 30, 100, 200)

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