Навыки sales-quota-setting

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sales-quota-setting

Name: sales-quota-setting
Author: mbfinotti

v1.1.1 Ревизия содержимого r1 Безопасно ⚙️ Внешние команды

Set Sales Quotas From Capacity and Territory Data

Sales targets can exceed realistic capacity and distribute opportunity unfairly. This skill guides quota planning through ramp-adjusted capacity, territory allocation, and documented validation checks.

Поддерживает: Claude Codex Code(CC)

🥉 78 Бронза

Maintain this Skill? Claim it 🥉 78 Бронза

Установить с помощью моего Агента

Скопируйте этот запрос в своего Агента. Он содержит каноническую страницу Skill и манифест.

Запрос агента

Review the Skillstore skill "sales-quota-setting" from https://skillstore.io/skills/mbfinotti-sales-quota-setting.md and its manifest at https://skillstore.io/api/skills/mbfinotti-sales-quota-setting/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.

Ваш Агент по-прежнему должен показать план и запросить все подтверждения, требуемые политикой безопасности.

Ресурсы для AI-агентов

Используйте эти ссылки, когда AI-агенту, crawler или script нужен чистый контекст вместо полной страницы.

Markdown-детали GET /skills/mbfinotti-sales-quota-setting.md Подписанный manifest GET /api/skills/mbfinotti-sales-quota-setting/manifest Подписанный lockfile GET /api/skills/mbfinotti-sales-quota-setting/lockfile

Протестировать

Использование «sales-quota-setting». Illustrative capacity check: 16 RREs, $800,000 annual quota per fully ramped rep, 50% average attainment, and an $8 million company target.

Ожидаемый результат:

Modeled capacity: 16 x $800,000 x 50% = $6.4 million.
Shortfall against commitment: $1.6 million.
Reconciliation options: add capacity, revise the target, or explicitly accept the shortfall risk.
Approval checkpoint: confirm capacity assumptions before choosing over-assignment and allocating quotas.

Использование «sales-quota-setting». Illustrative allocation: distribute an approved $20 million aggregate quota across territory potentials of $15 million, $12 million, $10 million, $8 million, and $5 million.

Ожидаемый результат:

Total territory potential: $50 million.
Territory A: 30% share and $6 million quota.
Territory B: 24% share and $4.8 million quota.
Territory C: 20% share and $4 million quota.
Territory D: 16% share and $3.2 million quota.
Territory E: 10% share and $2 million quota.
Validation required: confirm potential scores, capacity, and the scoring model refresh date before final approval.

Использование «sales-quota-setting». Illustrative ramp exception: a $200,000 full-quarter quota, an approved 50% ramp factor for that quarter, and $80,000 achieved sales.

Ожидаемый результат:

Relieved quarterly quota: $200,000 x 50% = $100,000.
Attainment against relieved quota: $80,000 divided by $100,000 = 80%.
Apply the documented relief policy consistently and route territory reassignments through the formal approval process.

Аудит безопасности

Безопасно

v1 • 29.09.2026 Открыть версионный отчет

All 13 static findings are false positives: Markdown rankings, an output template, and sales-planning prose do not execute commands or inspect systems. No evidence found of prompt injection, credential access, or data exfiltration in the reviewed files. No additional semantic security findings were identified.

Просканировано файлов

610

Проанализировано строк

Пункты проверки

Ложные срабатывания проигнорированы

Факторы риска

⚙️ Внешние команды (7)

SKILL.md:54 SKILL.md:55 SKILL.md:56 SKILL.md:90 SKILL.md:91 SKILL.md:92 SKILL.md:149-159

Последний завершенный статический и семантический аудит не обнаружил подтвержденных проблем безопасности. Это не доказывает отсутствие побочных эффектов у навыка.

Аудитор:: codex

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Делитесь версионным отчетом об оценке, нейтральным значком, встраиваемой карточкой и цитатами. Skillstore публикует доказательства, не решая, безопасен ли этот Skill.

Открыть версионный отчет

Копировать ссылку на отчёт

https://skillstore.io/skills/mbfinotti-sales-quota-setting/audits/1?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_report

Значок Markdown

[![Skillstore security assessment](https://skillstore.io/badges/skills/mbfinotti-sales-quota-setting/security.svg)](https://skillstore.io/skills/mbfinotti-sales-quota-setting?utm_source=security_passport_badge)

Значок HTML

<a href="https://skillstore.io/skills/mbfinotti-sales-quota-setting?utm_source=security_passport_badge"><img src="https://skillstore.io/badges/skills/mbfinotti-sales-quota-setting/security.svg" alt="Skillstore security assessment" loading="lazy"></a>

Встраиваемая карточка

<iframe src="https://skillstore.io/embed/skills/mbfinotti-sales-quota-setting.html" title="Skillstore Security Assessment" sandbox="allow-popups allow-popups-to-escape-sandbox" loading="lazy" referrerpolicy="no-referrer" width="420" height="180"></iframe>

Академические ссылки (APA · BibTeX · CFF)

Цитата APA

mbfinotti. (2026). sales-quota-setting security audit report (audit version 1) [Author version 1.1.1]. Skillstore. https://skillstore.io/skills/mbfinotti-sales-quota-setting/audits/1

Цитата BibTeX

@techreport{mbfinotti-mbfinotti-sales-quota-setting-2026,
  author = {mbfinotti},
  title = {sales-quota-setting security audit report (audit version 1)},
  institution = {Skillstore},
  year = {2026},
  number = {1},
  url = {https://skillstore.io/skills/mbfinotti-sales-quota-setting/audits/1},
  note = {Author version 1.1.1}
}

CITATION.cff

cff-version: 1.2.0
message: "If you use this Skill, cite its author and this versioned security audit report."
title: "sales-quota-setting security audit report (audit version 1)"
version: "1.1.1"
type: report
authors:
  - name: "mbfinotti"
date-released: "2026-09-29"
url: "https://skillstore.io/skills/mbfinotti-sales-quota-setting/audits/1"
identifiers:
  - type: other
    value: "skillstore:mbfinotti-sales-quota-setting:audit:1"
    description: "Skillstore immutable audit report identifier"

Оценка Skillstore

Почему такая оценка Достоверность доказательств: Средний

Архитектура

100

Сопровождаемость

Контент

Сообщество

Соответствие спецификации

Что вы можете построить

Reconcile an annual revenue commitment

Compare the board target with ramp-adjusted team capacity before assigning quotas and selecting an over-assignment percentage.

Allocate quotas across unequal territories

Use historical results or scored territory potential to distribute targets and document review rules.

Set targets for a growing retail team

Plan monthly unit targets and new-hire relief using internal sales history instead of B2B SaaS benchmarks.

Попробуйте эти промпты

Begin a first quota plan

Help me set next quarter's quotas for [team size] sellers in [business type]. Ask one question at a time and identify required inputs before modeling.

Check capacity against a target

Our target is [amount] for [period]. We have [headcount], with ramp factors [factors], full-period quota [amount], and historical average attainment [percent]. Calculate RREs, estimate capacity, and explain the gap before recommending allocation.

Compare territory allocation methods

Allocate an approved aggregate quota of [amount] across territories with historical results [values] and potential scores [scores]. Compare history-based and potential-based shares, identify unreliable inputs, and propose governance for mid-cycle changes. Request approval before finalizing.

Diagnose and redesign a quota process

Review our current plan using [rep-level results], [ramp schedule], [territory changes], [OTE], and [win rates]. Distinguish average attainment from the share of reps reaching quota. Compare capacity, allocation, and distribution scenarios within [deadline] and [analyst hours]. Verify benchmark dates and definitions, document assumptions, and obtain approval at each planning stage.

Лучшие практики

Use period-aligned ramp factors and distinguish average attainment from the percentage of sellers reaching quota.
Verify benchmark dates and definitions across independent sources; use internal history to calibrate B2C plans.
Approve assumptions section by section and document territory scoring dates, relief rules, and change approvals.

Избегать

Divide a revenue commitment by nominal headcount without validating ramp-adjusted capacity.
Apply flat quotas to unequal territories or add a fixed cushion without examining attainment history.
Raise individual quotas to hide a capacity shortfall or change territory assignments without formal approval.

Часто задаваемые вопросы

What information should I prepare?

Provide the planning period, target, headcount, ramp positions, territory structure, and performance history. OTE and win rates support additional sanity checks.

Can this skill support B2C teams?

Yes. It adapts capacity, allocation, and ramp relief to B2C while using internal history instead of transferring B2B SaaS benchmark ratios.

Does it connect to our CRM automatically?

No built-in CRM connector is included. Supply authorized data through your existing workflow and verify its completeness before modeling.

Are the benchmark figures automatically current?

No. The references contain dated figures, not a live data feed. Verify source dates, definitions, and applicability before relying on them.

Will it design commission rates and accelerators?

No. It checks quota-related ratios and identifies compensation concerns, but directs compensation plan design to a separate skill.

Does it retain our approved plan?

The instructions request retention of approved decisions when persistent memory is available. Actual retention depends on your assistant environment and memory settings.