Sales Feature
Set the goal.
See the pace.
Close the gap.
Goals for people, departments, and branches, measured on the deals your team already works. Every number opens the deals behind it.
Sarah K.
·Won amount
·Q4
Slightly behind$84,000 / $120,000
Open pipeline covers 62% of the remaining goal
Why it matters
Goals that match your organisation
Set goals for a person, a department, a branch, or the whole company, by month, quarter, or year.
Six ways to measure
Deals added or won, by count or amount, and won MRR or ARR. Limit a goal to some pipelines or deal types, and credit the owner or the SDR.
Pace, not just progress
Each goal shows On track, Slightly behind, or Behind against today's pace, and how much of the remaining goal the open pipeline covers.
Reports from real history
Win rate, average deal size, time to close, time in each stage, and stage-to-stage conversion, by pipeline, owner, and SDR.
How It Works
Set up in four steps
- 1
Pick who and what
Choose the person or unit, the metric, and the pipelines.
- 2
Set the period
Monthly, quarterly, or yearly, open-ended or with an end date.
- 3
Track it on the dashboard
This period at a glance, or the trend over the last 6 or 12 periods.
- 4
Act on the gap
Open the deals behind the number and decide where to focus.
Use Cases
Built for how your team sells
Quarterly targets per rep
Each rep has a won-amount goal for the quarter and sees only their own progress.
New MRR for the SaaS team
The sales team's goal is won MRR from new business only; renewals are left out.
Branch comparison
The sales director compares win rate and time to close across two branches.
FAQ
Frequently asked questions
No. A rep sees their own row and the totals of the departments and branches they belong to. A manager sees their own department or branch and the people in it.
An amount goal counts one currency. Use count goals or separate goals for other currencies.
Month, quarter, or year, in your account's time zone.
From the deals in your pipelines. Nothing to import or update by hand.
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