Give Your Team a Number to Chase
Set specific, measurable targets for every rep — calls, meetings, deals, revenue, and more. Progress updates in real-time from the CRM data they're already entering. No spreadsheets. No manual check-ins.
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Without targets, performance is just a guess
Managers guess who's performing. Reps don't know where they stand. Revenue forecasts are built on gut feel. And by the time anyone realises a rep is off track, the period is almost over.
With targets, reps see their progress in real-time, managers spot risk early, and the CRM data you're already capturing becomes a performance measurement system at no extra cost.
Set it once. Tracked automatically.
No manual updates. No syncing. Progress moves the moment a rep logs the right activity in your CRM.
Manager Sets Target
Choose a metric, value, period, and any filters — then assign to a rep
Rep Works in CRM
Rep logs calls, books meetings, closes deals — all in their normal workflow
Progress Updates Live
Every qualifying activity moves the progress bar automatically
Alerts Fire Automatically
Manager notified when at risk, rep notified when achieved
Target every part of your sales process
From first call to signed contract — every major activity and outcome your team records in the CRM can become a target.
Activity
5 metrics- Meetings Booked
- Meetings Completed
- Calls Made
- Calls Completed
- Tasks Completed
Leads
4 metrics- Leads Created
- Leads Converted
- Leads in Stage
- Leads with Score ≥ X
Deals
4 metrics- Deals Closed (Won)
- Revenue Closed
- Deals Created
- Pipeline Value Added
Commercial
4 metrics- Quotes Sent
- Quotes Accepted
- Contracts Signed
- Subscriptions Created
Measure quality, not just volume
Raw activity counts only tell part of the story. Filter any call or task metric by the outcome recorded — a specific outcome, any outcome of a certain nature (Positive, Neutral, Negative), or a minimum quality rating.
- "10 calls with outcome Interested this month" — not just any 10 calls
- "15 calls with a Positive outcome" — rewards quality conversations
- "8 tasks with outcome rating ≥ 7" — focuses reps on high-quality follow-ups
Target the right type of activity
Filter targets by the purpose of the engagement — Demo, Discovery, Follow-up, Proposal Review. Ensures reps are doing the specific activities that matter, not just logging any activity to hit a number.
- "5 meetings with purpose Demo per month" — not just any 5 meetings
- "8 calls with purpose Discovery" — ensures reps are prospecting, not just chatting
- Combine purpose and outcome filters on the same target for maximum precision
Match the cadence to your team
Five time-bound period options. Recurring periods carry forward automatically — no manual renewal needed.
Resets every Monday
For high-velocity teams where monthly feedback is too slow
Resets on the 1st
The most common cadence for quota-carrying reps
Resets Jan, Apr, Jul, Oct
For revenue and pipeline targets tied to fiscal quarters
Resets January 1st
Annual targets for long-cycle enterprise accounts
You define the dates
Set a specific start and end date for one-off campaigns or sprints
Assign to one rep or your whole team
Define the goal once — metric, value, period, filters — save it as a Target Spec, then assign it to multiple team members in a single action. Each rep gets their own independent target.
- One target spec, assigned to 50 reps in a single click
- Each assignment is independent — pause one rep without affecting others
- Assign new hires mid-period without recreating the spec
- Overlap protection prevents duplicate targets automatically
Know exactly where every rep stands — right now
Progress updates live from CRM activity. The moment a rep books a meeting or closes a deal, their progress bar moves. No manual updates, no syncing delays.
- Live progress bar with current vs. target value
- Pro-rated "on track" threshold calculated daily
- Projected end-of-period value shows where they'll finish
- State transitions trigger notifications automatically
Targets stay visible where reps work
For targets to motivate, reps need to see their progress in their daily workflow — not buried in a settings page.
My Targets Page
A dedicated page accessible from the main navigation. Shows all active targets for the current period — with progress bars, projected values, and days remaining.
Dashboard Widget
A compact summary card on the main CRM home page. Visible to any rep with at least one active target — no navigation needed.
The Benefit in Plain Terms
See exactly what changes when every rep has a clear target with live progress.
Without User Targets
With User Targets
Performance feedback comes after the period ends
Managers see who is at risk with days left to act
Reps guess whether they're on track
Every rep sees their own live progress in the CRM
Activity targets focus on volume only
Outcome and purpose filters measure quality, not just count
Setting up team targets takes hours
One target spec assigned to the whole team in seconds
Notifications require manual monitoring
Automated alerts fire for every key milestone
Set your team's first target today.
Define a goal, assign it to your team, and watch progress track itself — live, from the CRM activity they're already logging.
- 17 metrics across Activity, Leads, Deals, and Commercial
- Outcome and purpose filters for quality measurement
- Real-time progress with automated notifications
My Targets — May 2026
4 active · 1 achieved · 2 at risk
Calls · Interested
On TrackMeetings Booked
At RiskRevenue Closed
At RiskLeads Created
Achieved ✓Manager Digest — Every Monday
3
On Track
2
At Risk
1
Achieved