How to calculate Quota Attainment

Formula

Quota attainment = amount won ÷ quota × 100

SQL query

This example assumes: deals(owner_id, stage, amount, closed_at), quotas(owner_id, period_start, quota_amount). It is written in PostgreSQL syntax; date functions differ slightly in MySQL, BigQuery and SQLite, and your column names will differ from these.

SELECT q.owner_id,
       COALESCE(SUM(d.amount), 0) AS won,
       q.quota_amount,
       COALESCE(SUM(d.amount), 0) * 100.0 / NULLIF(q.quota_amount, 0) AS attainment_pct
FROM quotas q
LEFT JOIN deals d
  ON d.owner_id = q.owner_id
 AND d.stage = 'won'
 AND d.closed_at >= q.period_start
 AND d.closed_at <  q.period_start + INTERVAL '3 months'
WHERE q.period_start = DATE '2026-10-01'
GROUP BY q.owner_id, q.quota_amount
ORDER BY attainment_pct DESC;

Common mistakes that make Quota Attainment wrong

• An inner join drops reps with zero closed deals, so the worst performers vanish from the list.
• Reps who joined mid-period have a pro-rated quota; comparing them with full-period reps is unfair.
• Split credit (two reps on one deal) counted twice inflates team attainment.

Ask for Quota Attainment in plain English

Instead of writing the query yourself, you can type the question. SchemaChat turns it into SQL against your connected database or uploaded file, runs it, and shows the SQL and the figures it used so you can check the answer before you share it. It does not replace your judgement about the definition: check that the query matches the formula your business uses.

• Which reps are below 80% of quota this quarter?
• What is team quota attainment by region?