Sales quota and target planning template

Two fiscal years side by side, so every person and patch carries a growth number rather than just a total. Set next year’s target on a manager and it cascades proportionally to every account beneath them.

Open the live template 🔒 Processed 100% locally

Use it when

You are building next year’s number and need to see where the growth actually comes from.
You want to hand each rep a target that adds up to the team target.
You are challenging a flat percentage increase with something account-level.

Columns in this template

Per-year revenue columns ("FY26 Revenue", "FY27 Revenue") are detected automatically — no mapping needed.

The data behind it

This is the whole template — it is an ordinary spreadsheet, and you can paste your own over the top of it.

EmployeeName,ManagerName,Title,PatchID,ManagerPatchID,AccountName,FY26 Revenue,FY27 Revenue,Industry
Gordon Shaw,,Sales Director,DIR,,,,,
Erin Mabuza,Gordon Shaw,Team Lead,TEAM-A,DIR,,,,
Victor Ilyin,Gordon Shaw,Team Lead,TEAM-B,DIR,,,,
Rosa Delgado,Erin Mabuza,Account Executive,TA-01,TEAM-A,Halcyon Media,120000,150000,Media
Rosa Delgado,Erin Mabuza,Account Executive,TA-01,TEAM-A,Brightline Rail,95000,99000,Transport
Femi Adeyemi,Erin Mabuza,Account Executive,TA-02,TEAM-A,Kestrel Bank,210000,265000,Finance
Femi Adeyemi,Erin Mabuza,Account Executive,TA-02,TEAM-A,Solace Health,88000,84000,Healthcare
Lena Hoffmann,Victor Ilyin,Account Executive,TB-01,TEAM-B,Atlas Chemicals,175000,205000,Manufacturing
Lena Hoffmann,Victor Ilyin,Account Executive,TB-01,TEAM-B,Vantage Retail,64000,71000,Retail
Dmitri Volkov,Victor Ilyin,Account Executive,TB-02,TEAM-B,Northgate Energy,240000,228000,Energy

How to make it yours

Open the live template — it loads straight into your browser, already charted.
Choose “Use this template” to turn it into your own editable workspace.
Replace the sample people — edit in the grid view, or drop in your own spreadsheet (.xlsx or CSV) and keep the layout.
Export a PNG for free, or a watermark-free PNG, PDF, SVG or CSV on Pro.

Questions

How is year-on-year growth calculated?

ChartChalk detects the per-year revenue columns from their headers, rolls each year up the tree separately, and shows the change between the two most recent years as a growth pill on every box and patch.

What does target cascade do?

Set a new fiscal-year total on a manager and ChartChalk splits it down to every account beneath them in proportion to their current share, then rolls the result back up. It is the fastest way to turn a top-down number into account-level targets.

Can I use my own fiscal year labels?

Yes. Headers like "FY26 Revenue", "FY 2027 Revenue" and "2027 ARR" are all recognised automatically, so most CRM and finance exports work without renaming anything.