You can adjust targets based on your sales and business cycles.

When setting targets, you can choose between monthly or weekly. Depending on your target type, you can also choose between:

• Ongoing
  You can set these once, and they stay the same across each period (eg 5 phone calls monthly)
• Weekly/monthly
  These may include a currency value and can be added for individual time periods (eg $1,000 in January 2021)

How to change between monthly or weekly

1. Click Settings → CRM → Targets
2. Click the target type:
   - Targets: Subscription
   - Targets: One-off
   - Targets: Pipeline
   - Targets: Phone calls
   - Targets: Appointments
3. Click the per week/per month:
   
   
   
   
4. After setting targets, users will be able to see their progress at  the top-right of the screen: