Set monthly sales targets and read the month-end forecast

Open Targets and pick the month

Targets in the sidebar opens Sales targets. Choose the month at the top — a month is one calendar month in your workspace time zone. You can plan up to three months ahead, and correct targets for past months; their actual numbers stay as they were recorded.

Set the four numbers for each caller

Every active agent and team lead has a row. Fill in only the metrics you care about — a blank box means no target for that metric. Save targets when you are done.

• Calls — calls to make in the month, answered or not
• Connected calls — calls that get answered
• Deals won — leads moved into a won stage during the month (credited to the lead’s owner)
• Revenue — the deal value of those won leads, in your workspace currency

How “on track” is worked out

The month is measured in plain elapsed time. If ten days of a thirty-day month have gone, a steady pace means a third of each target done. Each bar has a tick at that point.

• Ahead — at or past the steady pace, or the target already reached
• On track — within 10% of the steady pace
• Behind — more than 10% short
• When the month is over the result becomes Hit or Missed

Read progress on Reports

Reports → Targets shows Team progress (everyone’s targets added together), the month-end forecast, then a card per caller with each metric’s bar and status. It also counts callers who have no targets this month. Team leads see themselves and their teams, read-only; owners and admins can jump to Set targets from here.

The month-end forecast

For the current month, the forecast adds the revenue already won this month to the weighted pipeline — the deal value of every open lead multiplied by its stage’s chance to win — and compares the total with the revenue target.

• Won so far — deal value of leads won this month
• Weighted pipeline — open deals × stage probability, set on each stage under Setup → Pipeline
• Expected by month-end — the two added together, shown as a share of the revenue target

What callers see

Agents and team leads with targets get a “My targets this month” card on their home page in the web app, with the same bars and statuses. It stays hidden until they have a target. The Android app shows the same card on Home, and managers see a “Team targets” card there. The iPhone app does not show targets yet.