Forecasting Attainment

How to forecast attainment in QuotaPath

Updated over a week ago

In the 'Attainment' dashboard in QuotaPath, members and Admins can use the 'Forecasting' feature to see how deals could impact your attainment.

To forecast your attainment, there are two main ways to do so:

  1. The 'Forecast Pipeline' toggle located at the top next to the blue 'Add deal' button. Toggle this on and your pipeline will be forecasted for you.

  2. Or you can be more strategic and choose which deals you want to forecast. For example, if you want to forecast later stage opportunities to see how those would affect your attainment. Simply check the deals you want to forecast, and then use the 'Forecast Pipeline' toggle, and it will only forecast for the deals you've selected.

When forecasting, the main graph will update so that you can see a dotted line when you forecast deals and what your new attainment value would be. This helps you predict where these deals will put you in terms of quota attainment.

The 'Attainment Overview' graph will update to see what your quota attainment percentage would be.

At the top of the dashboard, the cards will update so you can see your incremental bookings based on what you've forecasted as well.

If you want to learn about forecasting earnings, read here.

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