Quota spreadsheets are always a week behind, require someone to maintain them, and never account for what's still in the pipeline. Set targets in CaseTrack Pro and attainment updates automatically on every completed case — with pipeline forecasts that reflect what's actually in flight, not what was true last Monday.
Set a revenue target per rep per quarter. Change it mid-quarter and attainment recalculates instantly — no batch job.
Every completed case rolls into attainment in real time. No nightly batch, no manual entry, no stale dashboards.
The run-rate bar uses your expected pipeline forecast — not just historical pace — so projections reflect what's actually in flight.
Regional managers see team attainment; executives see the company total. Each role sees only the data their permissions allow.
Admins enter quarterly targets in Quota Management. Copy from last quarter or, on Basic, Pro, and Enterprise, import from CSV for fast setup.
Reps work cases. Attainment, run rate, and pipeline forecast update automatically as cases close or advance.
See who's on track, who's behind, and exactly where the expected projection lands — before it's too late to act.