Set and track sales goals

Sales goals play a pivotal role in the life of every salesperson. Not only do they motivate your sales team to reach targets, but they also provide crucial insights for effective management: each sales rep must reach their goals, and their manager must be able to track their progress.

Note: The Sales goals feature is available exclusively in the Dream edition.

What types of sales goals can you set?

When managing a sales team, you can choose between two approaches: revenue targets and activity targets.

Revenue targets are straightforward: you set a monetary goal, like closing $50k in sales. Activity targets focus on concrete actions: for example, you might ask your team to make 10 prospect calls per day and to meet eight prospects each week. This approach gives your team actionable steps to succeed.

Activity targets can cover various actions, such as making calls, qualifying prospects, setting up meetings, sending emails and more. Choosing an activity-based approach can significantly increase your chances of achieving your sales goals.

Note: When setting goals, consider your context and your target. Should your sales team focus on prospects, leads or both? Do you manage multiple sales pipelines? These considerations are pivotal to guide your sales team effectively.

How do you create a sales goal?

Follow these steps:

1. Click your avatar at the top right.

2. Go to Admin panel > Sales process > Sales goals.

3. Click New goal.

4. Create your goal and assign it to the users of your choice.

Keep these tips in mind:

• You can assign as many goals as you want to a user, but not the same goal twice.

• You can assign goals based on an activity, not only on its outcomes. To do so, select all the outcomes of the activity.

• Goals can be divided into up to 2 periods: generally a short-term period for activity goals and a long-term period for business goals.

Best practice: Don't assign too many goals to a single user, so that they stay motivated and on track.

How do you track the sales goals of each sales rep?

Follow these steps:

1. Click the ... menu in the top bar.

2. Click Statistics.

3. Under Performance analysis, click Sales goals.

4. Choose between business goals and activity goals to display the corresponding statistics.

You can then refine the statistics with filters based on time periods (for example daily or weekly). These options match the periods set for the goals you created and assigned.

To look into a specific goal, open the goal's details.

How do you implement an activity-based sales strategy?

In this webinar, we unveil the secrets to translating activity-based goals into a clear action plan that your sales team can follow to reach their targets. You'll learn about:

• Designing the perfect sales process.

• Defining key actions.

• Measuring effectiveness.

• Setting up a plan to achieve your targets.

Watch the webinar to rethink your sales strategy based on what's working.