The Eligibility Check: Auditing Analyst Evaluation Readiness
Objective: Given a company's current customer count and revenue, determine whether it clears the Gartner Magic Quadrant eligibility bar and decide whether to pursue this cycle or wait.
You're the AR lead for a newer small-business banking product line at Nubank, deciding whether to submit for a relevant Gartner Magic Quadrant this cycle.
Check the business line's numbers against the eligibility threshold before committing calendar time to a submission that can't qualify.
Before you start
What you'll need
Free path (everything below is enough to finish)
Free, fast enough for a two-number eligibility check
The process
1 step
Step 01 of 01
To be eligible for a Gartner Magic Quadrant, a vendor generally needs a minimum of 100 paying customers or $5 million in annual revenue.
The business line has 78 paying customers and $6.4 million in annual revenue. Does it clear the eligibility bar, and which threshold does it clear on?
Procedure
- Pull current customer_count and annual_revenue for the business line
- Check customer_count against the 100-customer threshold: fails (78)
- Check annual_revenue against the $5M threshold: passes ($6.4M)
Business line: Nubank SMB Banking Customers: 78 (threshold 100) -> FAIL Revenue: $6.4M (threshold $5M) -> PASS Eligible: YES, on revenue threshold
Healthy
The memo states clearly which threshold was cleared, since the two criteria are 'either/or,' not both required.
Unhealthy
Assuming the business line is ineligible because it missed the customer-count threshold, without checking revenue.
What this means
The eligibility bar is 100 customers OR $5M revenue, missing one criterion doesn't disqualify a vendor that clears the other.
So what do I do about it?
| Symptom | Action | Effort |
|---|---|---|
| A business line looks too small for analyst evaluation on customer count alone | Check the revenue threshold before ruling out a submission this cycle | 5 min |
Final deliverable
A one-page eligibility memo stating whether the business line qualifies, which threshold it clears, and a go/no-go recommendation for this cycle's submission window.
See a reference example
Adyen Platforms, Eligibility Memo (excerpt) Customers: 142 (threshold 100) -> PASS Revenue: $4.1M (threshold $5M) -> FAIL Eligible: YES, on customer-count threshold Recommendation: proceed with submission for the Q4 evaluation window.
Success criteria
You're done when you can:
- Correctly evaluates both thresholds independently, not as an 'and' condition
- States which specific threshold the business line clears
- Produces a clear go/no-go recommendation