How are we progressing versus our monthly or quarterly sales goals?


A month ago we introduced sales goals for individual employees. However often a CEO needs to set company-level goals that are different than just the rollup of the employees’ goals.
Enter our new Company Goals feature:

Company Goals


  • Both Value (total sales amount) and Deal Count goals
  • Auto-adjusting timeframe: enter goals on a month-by-month basis and in the resulting report we will handle rolling those up or breaking them down depending on your report’s time range
  • Easy-to-use goal setting interface: we automatically carry goals forwards & backwards in time from whatever you set, so that you don’t need to waste time repeating yourself

Want to get in on all this goal tracking fun?

Get Started with a FREE 2-week Trial!

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