Hi @Chris_Mullins,
How are you entering in each salesperson? Do they have a Start Date
? If so you can follow the logic set out below:
The first step I would suggest is creating the ramp sequence as a separate input variable which you can manually set or use your formula as you wish, remembering that you are calculating % of cumulative ramp in each period:
Next, if you are using Start Date
you can use the formula below which will Ramp each Account Executive up by the ramp sequence to create an Effective Account Executive
variable (see docs for guidance on building out a Headcount variable):
Using the max
function and previous
like this means even if the particular Account Executive falls off the ramp sequence after 100%, they will remain at 100% as long as they are an active Employee as calculated in the Headcount variable. You could then extend the timeline of the model as long as is required to populate your Bookings model correctly.
You can then multiple Effective Account Executives
by Quota Attainment per AE
to calculate Total Quota in the period
.
If you don’t use a Start Date
and are instead manually entering in the salesperson in the appropriate period you can instead use the Spread
function like this (explained here):
Hope this helps!