Set sales goals for your team

Goals are part of the life of a salesperson. Every sales rep needs to reach targets, and their manager needs to be able to track their progress.

The Sales Goals feature is only available with noCRM's Dream Team Edition.

There are two approaches to managing a sales team: either you can give them a revenue target, or an activity target. But what is an activity target? Let’s say that instead of asking your team to close $50k, you ask them to call 10 prospects per day, and meet eight each week. This way you give them concrete actions to achieve.

An activity could be measured in different ways: making a call, qualifying a prospect, meeting a prospect, sending an email, etc. Choosing an activity-based approach will increase your chances of achieving your sales goals.

⚠️ Mind the context and the target when setting goals. They’re important to guide your sales team. Should they work on prospects, leads only, or both? And in which sales pipeline (if you set multiple pipelines)?

Setting Sales Goals

In order to set sales goals for your users, go to the Admin Panel > Sales Process > Sales Goals.

Once there, you can start creating sets of goals, that can be assigned to all members of a team + specific users that belong to other teams, or just to specific users, or to all members of several teams.

Important information:

• Each user can be assigned to 1 set of goals.
• A set of goals can contain up to 4 goals.
• Goals can be divided into up to 2 periods, generally a short-term for activity-related goals and a long-term for business goals.

For example, you can create a set of goals for all the members of the acquisition team and still assign a specific set for senior reps of that same team.

Tracking Sales Goals for every sales rep

Once the goals are created and assigned, you can track how each user is performing in the Statistics section of your account > Sales Goals.

The image below illustrates what it could look like: