How to set sales goals?

< 1 min read

Set sales goals for your team members by following these steps:

1. Open Insights module > Goals > Sales Goals

2. Select the period:

For previous period click “Last” and choose “Month”; “Quarter”; “Year”.
For future period click “This” and choose “Month”; “Quarter”; “Year”.

3. Start entering user’s name > click “Search for user” or press “Enter” to see the goals setting template. It is allowed to set goals for 4 users at once.

4. You have to set the goals for every user separately.

Note: Later check “Won Deals” report to compare how well sales results are achieved comparing to sales goals. Also take a look at your Dashboard: Sales Plan vs. Sales Results in last 12 months section.