Use activity and appointment targets to follow-up your team's performance.
You need to be an administrator to view and add targets.
This article covers:
- Setting up targets
- Target types
- Setting pipeline targets
- Booked appointments
- Completed appointments
- Booked first appointments
Setting up targets
1. Click Settings → CRM → Targets:
Target types
Ongoing targets
You have options for ongoing targets that are part of your sales strategy. For example appointments and phone calls.
Monthly targets
You can also set monthly sales targets, useful for recurring or ongoing sales models. That's why, unlike phone calls or appointments, numbers are measured by sales value/currency:
2. Choose the user(s) you'll be adding targets for
3. You can change the target year, currency, and whether to show inactive users:
Setting pipeline targets
This is the overall total of all opportunities (with a probability of 0%–99%) you’ve created. Your sales team can then quickly see:
- opportunities that need prioritising
- opportunities expected to generate highest/lowest returns
- revenue predictions
Click Created pipeline value and click per week/month to switch view:
Booked appointments
Only appointments booked by the user count towards their total. If User 1 books an appointment for User 2, this won't be added to User 2's total.
Completed appointments
These show the number of completed appointments per week or month. If two users are in the same appointment, both will register a completed appointment.
Booked first appointments
Only booked first appointments booked by the user count towards their total. If User 1 books a first appointment for User 2, this won't be added to User 2's total.