Here's how to set targets per user – whatever your sales model.
How it works
- Click Settings → CRM → Targets → Created pipeline value:
- Click to set pipeline targets per month or per week: and click Continue to set targets:
- Select the user or role, the target year, currency, and whether to show inactive users:
- Click the target field and enter the first target number. To make the target apply to all users, click the arrow next to the target and click Save target:
- Your users can now see a summary of their target-related performance in the top-right of their screen (sales, pipeline, appointments):
- Click this summary to show more detail of your targets: