Discover how to add a clear sales target for your sales team, to show on the sales board or in reports.
This article covers:
Where to find 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:
Setting targets
Click a user and add the target. Choose to set per month, or per week:
Each user can have different currencies which will affect the overall target.
How to set activity and appointment targets