Discover how to add a clear sales target for your sales team, for displaying in the sales board or in reports.
This article covers:
Where to find targets
Administrators and team leaders can set targets. Click Settings → CRM → Targets:
The options you see will depend on your Sales model. For example, if you measure sales by contribution margin, you'll see these targets:
If you measure sales by recurring revenue, you'll have different targets:
The Subscriptions target requires the Subscriptions add-on. If your sales model combines contribution margin and recurring revenue, you see the targets of both. Sales target and Product are available with every sales model.
Setting targets
Sales target, Contribution margin, Subscriptions, One-off and Product are set per month. Choose the Year (Fiscal year if your fiscal year does not start in January) and enter an amount for each user and month.
Created pipeline value, Phone calls and the appointment targets are ongoing: you enter one amount that repeats every week or month. The first time you open one of them, choose Weekly or Monthly. To change it later, click per week or per month next to the page title:
Each user can have different currencies which will affect the overall target.
How to set activity and appointment targets