Quota Attainment
Open and filter
Open Reports → Quota Attainment. Results are restricted to the users available to your reporting scope and selected department. Choose Department and Date Range, then select the search button to load results. The initial range runs from the first day of this month to today.
Read the results
The table columns are User, Monthly Target, Period Target, Achieved Revenue, Pipeline Value, Gap, Attainment (%). Period Target multiplies the monthly target by the inclusive number of calendar months touched, including partial months. Achieved Revenue sums invoice gross amounts by invoice date and current contact owner; Pipeline Value sums in-progress deal value by expected closure date. Gap is target minus achieved, floored at zero; attainment is achieved divided by target, or zero for no target.
Calculation and scope
The initial range is month-to-date. Period targets count every calendar month touched, including partial months.
Date picker and table controls
The date picker offers Today, Yesterday, Last 7 Days, Last 30 Days, This Month and Last Month, plus a custom range. Apply the range and select the search control to reload the report. The table initially shows 100 rows per page and provides Excel, CSV and PDF export controls.
Cohort and limits
Invoice gross is not collected cash and includes void or inactive invoices. Invoice date and expected deal closure are date-only fields ; their date bounds include both selected days. Current owner attributes invoice value; deal owner attributes pipeline. A zero target displays zero attainment even with revenue. The enhanced table exports matching loaded rows across pages as CSV, Excel or PDF; if enhancement fails, original controls may differ.
Example and verification
If a monthly target is 10,000 and the chosen range touches two calendar months, Period Target is 20,000 even if both months are partial. With 15,000 invoice gross revenue, attainment is 75% and gap is 5,000. Check invoice dates and current ownership before reconciling the result.
See charts for this report and shared table and export controls.