/quota-health

name: quota-health
description: Use to analyze quota distribution, attainment fairness, and productivity
  signals.

Quota Health Review Skill

When to Use

• During annual planning to align quotas with territory potential.
• Mid-year to diagnose underperformance risks or over-assignment.
• Before launching compensation plan changes or SPIFs.

Framework

1. **Data Collection** – pull attainment, pipeline, coverage, and territory metrics by rep/segment. 2. **Fairness Analysis** – compute attainment distribution, Gini coefficient, and coverage ratios. 3. **Signal Review** – identify chronic over/under assignments, ramp issues, or constrainted territories. 4. **Recommendation Engine** – suggest quota rebalancing, enablement, or hiring adjustments. 5. **Governance** – log proposed changes, approval needs, and communication strategy.

Templates

• Quota health dashboard (rep-level KPIs, quartiles, recommendations).
• CRO briefing outline with risks/opportunities.
• Quota adjustment request form with approvals.

Tips

• Pair with `territory-optimization` outputs to ensure coverage and quota stay in sync.
• Normalize attainment for ramping reps to avoid skewed fairness scores.
• Keep change logs auditable for finance and legal.

---