teamgate support corner

How to set sales goals?

Giedre -

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.



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



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