Set the quarter's goals as a written agreement between rep and manager — numbers, leading indicators, milestones and support each side commits to.
Quick answer
A written quota agreement between rep and manager covering numbers, leading indicators, milestones and mutual support, so targets are committed rather than imposed.
Quotas handed down are resented; quotas built together are owned. This setting form walks rep and manager through one written agreement: the number, the leading indicators that predict it, the monthly milestones, the specific support the manager commits and the honest risks both sides name. Signed with name and date as a record, it becomes the reference point for every check-in — and the starting evidence for the end-of-quarter review.
A fillable sample form preview — live once the app is published.
Everything you need to run this template.
The number and the behaviors that produce it, on one page.
The annual figure split into months someone can hit.
Manager support is written where the rep's goals are.
The same page opens every check-in and closes the quarter.
From copy to deliverable in four steps.
Copy the form per rep before planning season.
Rep drafts, manager adjusts; both edit the same record.
Support and risks named, both sides type a name and date.
Every 1:1 works from the page, not memory.
Pick your role — see how it fits your workflow.
End quota conversations that create quiet resentment.
Own targets you helped write.
One goal format across the whole team.
What makes this template work as a professional deliverable.
A preview of the fields inside — everything stays editable once you copy the template.
