Articles in this section

• Targets: Pipeline

  This is the overall total of all opportunities (with a probability of 1–99%) you’ve created. Your...

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• Targets: Appointments

  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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• Targets: Contribution margin

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

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• Targets: One-off

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

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• Targets: Subscriptions

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

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• Targets: Activity

  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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