Check you’re on pace for quota.

It is a Trig agent set up to check whether you’re on pace for your number. Agents can be fully customized to work based on your own unique quota signals, conditions, and situations. In this configuration, the agent runs every Monday morning, with a look back at your won and lost deals each month. The agent works out attainment and pace, your own win rates, and whether your open pipeline covers the gap at your rate.

Agents can be configured to work out each figure from your own records. In this template, pace is closed-won revenue to date divided by the quota expected by this point (your quota × the share of the period gone), and 1.0 or more is on pace. Coverage is open pipeline closing in the period, converted at your own win rate. Rates come from your last two quarters, or four when two give too few deals, and fewer than 20 closed deals is marked as too few to rely on.

In this template, the agent is configured to deliver a one-page check for the quota periods that meet your targeting conditions. It opens with attainment, pace, the remaining gap, and coverage at your own win rate. Then it shows whether the gap closes, with the sum, your own rates with the deals behind each, how your pipeline is spread and how long deals have sat in each stage, and meetings held. Each month it adds a look back at won and lost deals.

No. Trig never contacts customers directly without express approval, which is controlled at the code level. In this template, the agent reads your deals and quota and changes no CRM field. The check goes only to you, and you decide what to share with your manager. It does not estimate the probability of winning a deal and shows an industry figure only as labeled context.

Your closed and open deals in the CRM, with stage, close date, and outcome, and your quota for each period. Meetings held and new deals created add useful additional context where available. In Trig, you choose which connected sources agents can read, and you approve whether each assignment may send messages or update records before it runs.

Yes. A template sets up the assignment: what to produce, which accounts it covers, when it runs, and which tools it can use. You review the plan before it runs, and you can edit its instructions, accounts, recipients, or timing at any time, or pause it.

A few clicks. Once the tools it reads from are connected to Trig, you can set up this template almost instantly, review its plan, and the agent starts work on your number.