Sales goal tracking

Goal forecasting is the ability to track progress against your sales goals. There’s the ability to track against closed won, forecast, qualified, and unqualified pipeline. Create goals for your company, team, rep, month, quarter, year, whatever you like. There’s no limit to the number of goals you’re able to create.

Total Revenue. Assign a total sales goal for closed won, forecast, qualified, and unqualified revenue. Total revenue is defined as the amount of revenue to be generated starting on the ‘From’ date.

In Period Revenue. Assign an in-period sales goal for closed won, forecast, qualified, and unqualified revenue. In-period revenue is defined as the amount of revenue to be generated starting on the ‘From’ date and ending on the ‘To’ date.

% Goal. This is your current progress vs goal.

 

Check out all our guides from Recordbook’s Fundamentals Series…

What’s in a sales opportunity

Understanding your sales pipeline

Sales tracking & reporting made easy

Be in the know with sales notes

Stay on track with sales action items

Advanced sales reports

Sales goal tracking

Sales forecasting

Know your contacts

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