About quota-health
quota-health is a data skill for reviewing sales quota fairness and performance risk. It combines attainment, pipeline, coverage, and territory analysis with recommendations and governance templates.
Key features
- 01Rep and segment performance data
- 02Attainment distribution and Gini analysis
- 03Assignment and territory risk review
- 04Quota rebalance recommendations
- 05Change approval and audit tracking
Use cases
- 01Aligning quotas with territory potential
- 02Diagnosing mid-year performance risks
- 03Reviewing compensation or SPIF changes
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/quota-healthin Claude Code to confirm it loaded.
Details
From the project READMEQuota 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
- Data Collection – pull attainment, pipeline, coverage, and territory metrics by rep/segment.
- Fairness Analysis – compute attainment distribution, Gini coefficient, and coverage ratios.
- Signal Review – identify chronic over/under assignments, ramp issues, or constrainted territories.
- Recommendation Engine – suggest quota rebalancing, enablement, or hiring adjustments.
- 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-optimizationoutputs 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.
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