Recipe

Sales Quota Tracker

Build a real-time dashboard that monitors team quota attainment against monthly targets with streak tracking and deal-stage breakdowns.

📊

Kanban-style columns for prospecting, negotiation, and closed-won stages with drag-to-update.

🔥

Track consecutive months hitting quota with visual streak badges and team leaderboard.

⚡

Progress rings updating in real-time as deals close, with projected month-end forecasts.

Implementation Notes

▸Use a lightweight state machine per rep: idle → active → at-risk → quota-met.
▸Store deal values as integers (cents) to avoid floating-point drift across aggregate sums.
▸Compute attainment percentage server-side and expose via a single GET endpoint for dashboard polling.
▸Streak logic: if current month attainment ≥ 100% and previous month also ≥ 100%, increment; otherwise reset to 1 or 0.

💡

Pair this recipe with the Webhook Relay recipe to trigger Slack notifications when a rep crosses 100% attainment.