You can adjust targets based on your sales and business cycles.
When setting targets, the target type decides how amounts are entered:
-
Ongoing
You enter one amount that repeats every week or every month (eg 5 phone calls per week). You choose whether each of these target types is tracked weekly or monthly. -
Per month
You enter a separate amount for each month (for example, $1,000 in January 2026). Sales target, Subscriptions, One-off, Contribution margin and Product targets are always set per month.
How to change between monthly or weekly
- Click Settings → CRM → Targets:
- Click one of the ongoing target types:
- Created pipeline value
- Phone calls
- Booked appointments
- Completed appointments
- Booked first appointments
- Completed first appointments
- Click per week or per month next to the page title:
- Select Weekly or Monthly and click Switch to weekly tracking (or Switch to monthly tracking). The change is saved right away, and the amounts already entered are multiplied or divided by four.
- After setting targets, users can view their progress at the top-right of the screen: