ThinkWork
Interactive Leader Free · no sign-up

Territory & Quota Carving Calculator

Most quota carves are set by gut feel, then argued about in the QBR. This tool splits your total target across territories using a weighted blend of account list size, last-12-month performance, and market potential — then runs the resulting growth asks and workload through a robust fairness check so you can see (and defend, or fix) the imbalances before you roll quotas out.

Your numbers

The full quota pool you're carving up
2–8. Only this many rows below are used
Bigger book of accounts = bigger quota share
Last 12 months booked revenue
Whitespace/TAM score you assign per territory (1–10). Weights auto-normalise — they don't need to add to 100

Method & assumptions

  • Quotas are built from a weighted blend of three shares — account list size, last-12-month revenue, and a market-potential score you assign — normalised so they always sum to your total target exactly.
  • The Balance Index uses median and MAD (median absolute deviation), not mean/standard deviation, so one outlier territory (a huge whale account, a brand-new patch with no history) can't single-handedly wreck the fairness read for everyone else.
  • Growth-ask and workload flags trigger at ±10 percentage points and +30% respectively — tune your weights above if too many territories get flagged; that's usually a sign one factor is doing too much of the work.
  • Market potential is a subjective 1–10 input you control — the model is only as fair as the honesty of that score, so calibrate it across territories before trusting the output.

How to use it

Set your total revenue target and how many territories you're splitting it across (2–8). Adjust the three weighting factors to reflect how you actually want to carve — e.g. weight historical performance heavily if you want quotas to track proven capacity, or weight market potential heavily if you're deliberately reallocating toward whitespace. Then fill in each territory's account count, last-12-month revenue, and a 1–10 market-potential score (your own judgment call — TAM, competitive density, expansion headroom, whatever you use). The tool computes each territory's weighted share, the resulting quota, the growth ask versus last year, and quota-per-account as a workload proxy — then scores the whole carve with a Balance Index so you can catch an unfair split before reps see it.

For enablement leaders

Make the layer underneath this measurable.

Tools like this describe good practice. They can't tell you which of your reps actually have the skill, or in what order to build it. That's what The Mastery Standard does: 27 frameworks, 54 competencies, every rubric cell written, every assessment human-signed-off.

Book a discovery call See the programs