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Summary

What is the Linearity View?

Linearity is a system-defined analytics view in MaxIQ that shows how revenue is progressing week by week or month by month against the quota target. It surfaces "hockey-stick" patterns early, where revenue is concentrated at quarter end, so teams can take corrective action. It connects directly to forecast accuracy because backend-loaded quarters are the most common source of late-quarter forecast misses.

How to Access

  • From the Sidebar, select Analytics
  • Expand System Defined analytics
  • Select Linearity from the list

Performance Summary Panel

Four metrics sit above the chart and give an instant read on quarter pacing:

  • Pacing to Target: quota achieved vs the same point in the prior quarter
  • Run Rate: average revenue per week or month, and the rate needed to hit target
  • Days Remaining: days left in the quarter to close pipeline
  • Backend Loading: percentage of revenue expected in the final 4 weeks. Low: below 40%. Medium: 40 to 60%. High: above 60%.

Chart Elements

  • Bars show actual and forecasted revenue per week or month, including current quarter, prior quarter, and same quarter last year
  • Blue line shows ideal pacing with quota evenly distributed across the period
  • Purple solid line shows closed won revenue. Purple dashed line shows forecasted revenue
  • Hover over any chart element for exact values and pacing comparisons

Key Controls

  • Forecast Category dropdown: select the revenue metric to analyse
  • Level Hierarchy dropdown: filter by role or territory
  • Granularity dropdown: switch between Weekly and Monthly views
  • Filter button: refine by owner, region, or other attributes

Why It Matters

A high backend loading score is one of the clearest early-warning signals in sales forecasting. Teams that catch it in week 6 of a quarter have time to accelerate pipeline. Teams that see it in week 12 do not.

Related Terms

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