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

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]
--------------------------------------------------------------------
var $startDate = [Calculation].[start_date]
--------------------------------------------------------------------
var $days = DateDiff($employmentStart, $startDate, Days)
--------------------------------------------------------------------
IIF($days <= 30, 100, 200)

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