Quota Attainment Tracking & Alerts
A done-for-you everyday business automation built for the Sales Development Team Lead, connecting Slack, Google Sheets, and Salesforce so the work below happens on its own.
What this automation does, step by step
Every rep's closed and pipeline-weighted numbers sync out of Salesforce daily into a live quota-tracking dashboard built in Google Sheets, calculating attainment percentage against monthly and quarterly targets automatically instead of relying on someone updating a spreadsheet by hand every Friday.
Make.com checks the numbers each morning and sends a personalized Slack message to any rep tracking below 70 percent of pace at the midpoint of the month, along with a note to their manager so coaching conversations happen while there's still time to course-correct rather than during a post-mortem.
Reps who hit a milestone, like their first $50,000 quarter, get an automatic shout-out posted to the team Slack channel.
Sales leaders who used to find out about a rep's shortfall on the last day of the month now catch it three weeks earlier, giving coaching time to actually move the number.
- Zapier or Make.com
- Salesforce
- Google Sheets
- Slack
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a sales development team lead spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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