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  3. Targets

Targets

Boost your team's performance with goals.

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Articles in this section

  • Company sales targets

    You can set sales targets for specific companies. An alternative to setting targets for executive...

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  • 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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  • How to set 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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