Articles in this section

• How to set phone call targets

  Set phone call targets for each member of your team. Track performance and measure progress, alig...

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• How to set pipeline targets

  How to set targets per user – whatever your sales model. How it works  Click Settings → CRM → Ta...

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• Appointment targets

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

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• Calculate sales targets based on users sales ratio

  Sales is a numbers game and figuring out how to reach a target is often done by counting backward...

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• How to use Contribution Margin targets

  Contribution margin (CM) is useful for seeing profitability for specific products or product grou...

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• How to create one-off targets

  Selling one-off products (such as setup or registration) with your subscriptions? Here's how to s...

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• How to create subscription targets

  Subscription targets are useful for measuring overall sales performance through an ARR or MRR sal...

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• Activity targets

  Use activity and appointment targets to follow-up your team's performance.  You need to be an adm...

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• Sales targets

  Add a clear sales target for your sales team, to show on the sales board or in reports.  This art...

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