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How to calculate attainment against a quota in Excel and Google Sheets
Excel & Google Sheets
=B2/A2✓
Verified example
Computed by a real spreadsheet engine on the sample data below.
| Quota | Actual |
| 100000 | 87500 |
=B2/A2→0.875
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Step by step
- 1In A2 enter the quota (target) for the period and in B2 enter the actual results. Use the same unit — dollars, units, or calls — for both.
- 2In C2 enter =B2/A2 and format as a percentage. Values above 100% indicate overachievement; below 100% indicate at-risk performance.
- 3For a team view, put each rep in a separate row (A2:B10) and copy the formula down column C. Add a team total: =SUM(B2:B10)/SUM(A2:A10) for correctly weighted overall attainment.
- 4Guard against zero quotas with =IFERROR(B2/A2,"") or =IF(A2=0,"",B2/A2) — a rep with no quota set would otherwise show as infinite attainment.
- 5Apply conditional formatting to column C: red below 80%, yellow 80-99%, green >=100% for immediate visual triage.
Tips
- Average the individual percentages only when quotas are equal across reps. When quotas differ, the weighted formula =SUM(actuals)/SUM(quotas) gives the correct team attainment.
- Track overachievement (>100%) separately — many comp plans accelerate commission above quota, so lumping it with on-target performance loses important payroll data.
- For year-to-date attainment, always cumulate actuals and quotas separately (=SUM each), then divide — do not average the monthly percentages.
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Frequently asked
Should attainment be measured on booked, invoiced, or recognized revenue?
Match whatever the quota was set against. Mixing metrics — quota on bookings, actuals on revenue — produces misleading attainment numbers and should be avoided.
How do I rank reps by attainment and break ties?
Use RANK on the attainment column, then add a COUNTIFS tiebreaker on absolute dollar amount — reps who hit a higher dollar amount break ties over those with the same percentage.