Industries
Quota, cadence and ramp.
Keep the pipeline where it is, and put what each seat owns, how a rep ramps and whether the quarter is on track here.
Sales
Where the quarter goes missing.
- The number is in one system and the person's performance is in another, and neither reconciles at review time.
- A new rep ramps from a call recording and a colleague's memory.
- Pipeline review is a recurring meeting rather than a cycle with a record.
- Quarterly targets are set once and read once.
What you get
What you would use.
- Quota as a measureA target, a direction, a period and a named owner for the reading, which is what makes it reviewable later.
- What the seat ownsA role definition with its result areas, so an account executive and a manager are different jobs on paper too.
- Ramp as a processThe onboarding a rep actually follows, versioned, with a record of who has acknowledged it.
- Cadence with a recordCheck-ins and review cycles on a schedule, with what was said kept against the period.
- Goals that roll upTeam and company goals with computed progress and an on track verdict, and the linked work on the goal.
- Tables for the workingForecast working in a real spreadsheet with formulas and rollups, beside everything else.
What teams here measure.
- Quota attainment
- Ramp time
- Cycle completion
- Goal progress
Questions
Straight answers.
Is there a CRM in here?
No. There is no deal pipeline, no contact object and no forecast engine. Keep the CRM you have.
Do you sync with it?
No. Nothing connects to a third party product. There is a v1 REST API if you want to push a number in.
Commissions?
Only as your own working in a table. There is no commission engine and no payout.