Solution

Booked+Weighted Pipeline vs Quota (Tableau)

Quickly see projected quota attainment for any level of your hierarchy in Tableau.

Show progress towards quota attainment via a stacked bar side-by-side with a solid bar. The stacked bar shows all won opportunities for the current year combined with the weighted pipeline for the year, and compares that combined total to the quota amount for a rep. The toggle allows the user to see values for the current year, or only for the current quarter.

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