# Quota Relief Request Template

> A pre-built business-case format for requesting a quota adjustment after territory loss, market shock, or extended leave: built to get a fast, fair answer instead of a stalled conversation.

Free template for sales reps. Topic: [Comp, Quota, Territory & Capacity Planning](https://www.peerlab.ai/library/topic/comp-quota-territory-capacity-planning/). Published by PeerLab in the [Sales Enablement Resource Library](https://www.peerlab.ai/library/). Source: https://www.peerlab.ai/library/quota-relief-request-template/

## How to use it

Fill in the section matching your trigger category, run the matching formula in Section 3 to arrive at a specific dollar number, attach every item on the Section 4 checklist, and agree the Section 5 timeline with your manager the same day you submit.

## What's inside

- Full fill-in template: rep info, current quota, trigger event, and requested adjustment
- 3 qualifying trigger categories (territory change, market shock, extended leave) with what evidence each needs
- The impact-quantification formula that converts the trigger into a defensible dollar/percentage ask
- A supporting-data checklist to attach before submitting
- The approval chain and expected turnaround time to set with your manager up front
- A worked example filled in end to end for a territory-loss scenario
- Guidance on what NOT to include (subjective language that weakens an otherwise strong case)

---

## Section 1, Rep & Plan Information

| Field | Entry |
|---|---|
| Name | ______________________ |
| Role / Territory | ______________________ |
| Manager | ______________________ |
| Current annual quota | $______________________ |
| Quota period affected | ______ to ______ |
| Original quota-setting date | ______________________ |

---

## Section 2, Trigger Event (select the category that applies)

**A. Territory / Book Change**
- Accounts removed from territory: ______________________
- Effective date of change: ______________________
- Prior 12-month revenue attributable to removed accounts: $______________________

**B. Market Shock**
- Description of external event (e.g. customer segment-wide budget freeze, competitor disruption, regulatory change): ______________________
- Date range of impact: ______ to ______
- Independent evidence this is market-wide, not rep-specific (e.g. team-wide pipeline data, analyst report): ______________________

**C. Extended Leave**
- Leave type and dates: ______________________
- Total selling days lost: ______ out of ______ total period selling days

---

## Section 3: Impact Quantification

Use the formula matching your trigger category:

**Territory loss:**
```
Adjusted Quota = Original Quota × (Remaining Book Value / Original Book Value)
```

**Market shock:**
```
Adjusted Quota = Original Quota × (1 − Team-Wide Attainment Shortfall %)
```
*(Use the average shortfall % across the whole affected team/segment, not just your own number, this is what makes the case defensible rather than self-serving.)*

**Extended leave:**
```
Adjusted Quota = Original Quota × (Selling Days Remaining / Total Period Selling Days)
```

| Your calculation | Result |
|---|---|
| Formula used: ______________________ | |
| Inputs: ______________________ | |
| **Requested adjusted quota:** | **$______________________** |

---

## Section 4, Supporting Data Checklist

- [ ] CRM export showing removed/affected accounts and their trailing-12-month revenue
- [ ] Team or segment-wide attainment data (for market-shock requests, never submit solo data alone)
- [ ] HR/leave documentation (for extended-leave requests)
- [ ] Original quota-setting documentation or territory assignment record
- [ ] Manager's written acknowledgment that the trigger event occurred (separate from their approval of the adjustment itself)

---

## Section 5, Approval Chain & Timeline

| Step | Owner | Target turnaround |
|---|---|---|
| 1. Submit to direct manager | Rep |, |
| 2. Manager review & sign-off on trigger validity | Manager | 5 business days |
| 3. Comp/RevOps calculation review | Comp team | 5 business days |
| 4. Final approval | Manager's manager or comp committee | 5 business days |
| **Total expected turnaround** | | **~15 business days** |

Set this timeline explicitly with your manager at submission, a request with no agreed timeline is the most common way these stall indefinitely.

---

## Worked example (Territory loss)

> Original quota: $800,000. Territory realignment removed 3 named accounts worth $180,000 in trailing-12-month revenue out of a $800,000 book.
>
> `Adjusted Quota = $800,000 × (($800,000 − $180,000) / $800,000) = $800,000 × 0.775 = $620,000`
>
> **Requested adjusted quota: $620,000**, effective the date of territory change, prorated for the remainder of the period.

---

## What NOT to include

- Subjective framing ("this territory was always harder"): replace with the actual data comparison
- Comparisons to specific named colleagues' quotas: keep the case about your own book, not relative fairness arguments
- Requests without a formula-based number, "please lower my quota" without Section 3 completed will stall in review every time