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Setting annual sales quotas v1.0.0

Use this resource to set each rep's quota from their real capacity

New

  • 538 downloads
  • 115 likes
  • 158 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-quota-planning

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent models team capacity including new hires' ramp-up, compares the overall target to that calculation, sizes the over-assignment cushion and allocates targets across territories. It validates the plan against current attainment rates.

Mostly picked by

Updated November 2, 2026

Card for the “Setting annual sales quotas” skill

Details

Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: calculation method and order of steps
  • references/capacity-and-ramp-math.md: capacity and ramp calculations
  • references/fair-share-allocation.md: fair allocation across territories

Good fit for

  • You are hiring and need realistic targets for new reps
  • The overall target was set without looking at team capacity

Not for

    Tags

    • quotas
    • capacity
    • targets

    About

    You say

    “Set the 2027 quotas for my four AEs, taking into account two hires starting in January.”

    Card for the “Setting annual sales quotas” skill

    Skill published by mbfinotti under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to set each rep's quota from their real capacity
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json21.9 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/capacity-and-ramp-math.md4.8 KB
    • references/fair-share-allocation.md3.1 KB
    • references/validation-checks.md5.4 KB
    • SKILL.md18.9 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/sales-skills/tree/b2ed3628695e523919af440eab77648e16c5eea8/skills/sales-quota-setting
    Licence
    MIT

    Notice

    « sales-quota-setting » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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