Set a range of appointment targets for your users – ongoing, weekly, or monthly.

This article covers:

• Setting appointment targets
• First appointments (definition, customising, merging)
• Booked appointments
• Booked first appointments
• Completed appointments 

How to set sales targets

Setting appointment targets

1. You'll find appointment targets in Settings → CRM → Targets:
   
   
   
   
2. Click the appointment type (choose from booked, completed, booked first, completed first)
3. Click to choose targets weekly or monthly:
   
   
   
   
4. You can always change this afterwards, just by clicking the blue text:
   
   
   
   
5. Select the user/role you want to set targets for:
   
   

   "Does a user have to be added as the host of the appointment for it to count towards their target?"
   Booked appointments – yes
   Completed appointments – no

6. Depending on the type of appointment, you can change the target year, currency, and whether to show inactive users:
   
   
7. Enter the target number. Click the arrow if you want this target to apply to all users:
   
   
   
   
8. Click Save target and that's it:
   
   
9. Your users can now see a summary of their target-related performance in the top-right of their screen (sales, pipeline, appointments):
   
   
   
   
10. Click this summary to show more detail of the targets:
    
    

First appointments

Definition

First appointment = the first appointment with a new prospect. The focus on 'new' makes it the ideal metric when expanding beyond existing customers, companies and targets.

First appointments help both sales managers/admins and sales reps identify and segment between:

Separating and defining first appointments will mean your targets for new opportunities are more accurate.

It also makes it easier to track portfolios. For example, when a new account manager takes over and needs to know how many first appointments, compared to how many overall appointments, they have booked.

How to customise first appointments

First appointments can appear as the first column in your Sales board:

However, you may have a different way of describing your first appointments. You can customise this by going to Settings → CRM → Activity & Appointment types. Click First appointment to change the name:

Want Upsales to still treat this as a first appointment for your Sales board? Tick the box under FIRST.

Want Upsales to show this appointment as the default when you create a new appointment? Tick the box under DEFAULT.

Your customised first appointments now appear when you want to customise your Sales board columns. Just click the Appointment types field and you'll see your custom appointments:

Merging first appointments 

Importing appointment data that has different names for first appointments? Decided to change how your define first appointments?

Upsales can merge your appointments to suit how you work with appointments.

Head to Settings → CRM → Appointment types and click Merge appointment types.

Click the dropdown to choose which appointment types you want to merge. You can even give the merged appointments a new name.

Merged appointment types still retain their appointment type for your reference. 

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,  

Booked first appointments

Only booked first 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.