Framework · Compensation & Incentives

Quota Setting Methodology

Median quota attainment in B2B SaaS sits at 57% — meaning nearly half of all reps miss every year. Quota models that correctly account for ramp, attrition, and uplift lift the percentage-of-reps-at-quota by 12–15 percentage points.Bridge Group / Alexander Group

The solution: An interactive top-down / bottoms-up quota model — plus the 7-step framework that produced it. Balances board targets with rep attainability by accounting for ramp, attrition, and uplift factor.

Type Interactive Model + Framework Doc
Steps 7 — Board target through signed ICA
Key Inputs Board ARR · Headcount · Ramp rate · Attrition
Target Attainment 65–70% of reps at or above quota
Imp Guide ↓ Download .pdf
Built by Julia Ormond
Quota Model

Set board ARR target, rep count, uplift factor, ramp rate, expected attainment, and attrition. The model calculates individual rep quota, team expected ARR, coverage ratio, and waterfall visualization — and shows the 7-step process that produced the number.

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Quotas set with math, not intuition.

The uplift factor, ramp adjustment, and bottoms-up validation are what separate a quota that the business can rely on from one that misses by design. The model shows the work.