Designating Sales Reps to Accounts Process Questions

1.The number of accounts each sales representative is responsible for does not exceed the maximum number of accounts. I understand the maximum number of accounts can be obtained from Quota Matrix. Could you share a sample Quota Matrix?
2.How often this matrix will be updated and who maintains this matrix?



  • Hi [email protected],

    I am presuming you are referring to Level 3 model building exercise...

    You should find data file that provides values for sales representatives' quotas, commission rate, attainment percentage, and maximum number of accounts based on each sales representative's role and tenure level, under 5.5.3 Quota Assumptions. Is this what you are asking for?