Sales Goals

Set and track sales targets for your team by rep and period.

13.1 Viewing Goals

1. Go to Sidebar > CRM > Goals
2. View goals by period (Monthly, Quarterly, Yearly)
3. See progress (current vs. target) for each rep

13.2 Creating a Goal

1. Click New Goal
2. Select the sales rep
3. Set the period type (Monthly, Quarterly, Yearly)
4. Set the period (e.g. "March 2026", "Q1 2026")
5. Enter the target amount
6. Click Save

13.3 Goal Tracking

Progress is calculated automatically from won deals:

• Current — Total value of deals won in the period
• Target — The goal amount
• Progress % — Current / Target as a percentage
• Status — On Track, Behind, Achieved