Here's how to set targets per user, whatever your sales model.
How it works
Administrators and team leaders can set targets.
- Click Settings → CRM → Targets → Created pipeline value:
- The first time you open the page, select Weekly or Monthly and click Continue to set targets. You can change between weekly and monthly later:
- Select the user or role, the Year, the currency (if your account uses more than one currency), and whether to Show inactive users:
- Click the target field and enter the target. To give every user below the same target, click the arrow next to it. Click Save target:
- Your users can now view a summary of their target-related performance in the top-right of their screen. Click this summary to show all their targets. The summary shows up to three pinned targets. To add the pipeline target to it, each user clicks the pin icon on that target: