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  1. Upsales Help Centre
  2. Settings
  3. Targets

Company sales targets

You can set sales targets for specific companies. An alternative to setting targets for executives, and useful for Account-Based Marketing and sales strategies. 

This article covers:

  • How to set the frequency of targets
  • How to change target amounts
  • How to view performance & progress of sales targets
  • How to view changes made to targets

How to set the frequency of targets

Change the frequency, and all existing targets are reset.
  1. Open the company card
  2. Click Add → Create target:

    target.png
  3. Or click the Sales tab → Sales target:

    edit.png
  4. Choose monthly, quarterly, or yearly
  5. Add your targets

Skärmavbild 2025-01-23 kl. 09.01.44.png

How to change target amounts

Users have different permissions to change targets:

  • Can't set targets
  • Set targets for companies where I'm the account manager
  • Set targets for all companies where I have access

    Skärmavbild 2025-01-23 kl. 09.02.51.png

How to view performance & progress of sales targets

There are two ways to view sales performance, depending on how granular you want to go:

Option 1) View summary performance in the company card

  1. Open the company card
  2. Go to the sales tab:

    sales.png
  3. View the company's performance in the reports

Option 2) View detailed performance in the Report Centre

  1. Open the Report Centre
  2. Click the +Add widget → Sales:

    add.png
  3. Choose to group per company:

    group.png

  4. When viewing:
    - Annual targets per month, = divided by 12
    - Annual targets per quarter = divided by 4
    - Quarterly targets per month = divided by 3
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Articles in this section

  • Company sales targets
  • How to set phone call targets
  • How to set pipeline targets
  • Appointment targets
  • Calculate sales targets based on users sales ratio
  • How to use Contribution Margin targets
  • How to create one-off targets
  • How to create subscription targets
  • Activity targets
  • How to set sales targets

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