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.
- Open the company card
- Click Add → Create target:
- Or click the Sales tab → Sales target:
- Choose monthly, quarterly, or yearly
- Add your targets
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
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
- Open the company card
- Go to the sales tab:
- View the company's performance in the reports
Option 2) View detailed performance in the Report Centre
- Open the Report Centre
- Click the +Add widget → Sales:
- Choose to group per company:
- When viewing:
- Annual targets per month, = divided by 12
- Annual targets per quarter = divided by 4
- Quarterly targets per month = divided by 3