Create goals and monitor progress toward targets
A short, template-first wizard walks you from a starting point to a set goal.
To create a goal, open the Goals page and click New goal in the top-right corner. A four-step wizard opens: Template, Setup, Targets, and Review. You can set a goal for yourself, and — if your role allows it — assign goals to another teammate, a team, or the whole organization from the same wizard.
What you choose on the Setup step.
| Field | Description |
|---|---|
| Applies to (scope)* | Whether the goal tracks one individual, a team, or the whole organization. The options you see depend on what your role is allowed to create — a personal goal is always available; assigning to a team or the organization requires the right permission. Scope is fixed once the goal is created. |
| Metric* | The metric the goal measures, drawn from the shared ten-metric catalog: Calls Made, Emails Sent, Meetings, Activities, Tasks Completed, Deals Added, Deals Progressed, Deals Won, Revenue Won, or Pipeline Created. The metric is fixed once the goal is created. |
| Currency | Shown only for currency metrics (Revenue Won and Pipeline Created). The organization default is preselected. The goal only counts deals in this currency toward its total. |
| Period* | The goal’s time frame: Daily, Weekly, Monthly, Quarterly, Annually, or Custom. Choosing Custom reveals a start and end date. |
One target, seasonal targets, or targets for many people at once.
For a personal or single-subject goal, enter one target value. Currency goals take an amount; count goals take a whole number. Targets are non-negative.
Turn on varying the target by period to set a different number for each sub-period — for example a higher quarterly close target for Q4 than for Q1. Each sub-period gets its own target column.
When you assign a goal to several teammates, the Targets step becomes a grid: one row per assignee, with either a single Target column or one column per period for seasonal goals.
Progress is computed automatically from your CRM data.
You never update goal progress by hand. Each goal's progress is computed from the CRM records that match its metric inside its period — completed calls for a Calls Made goal, closed-won deal values for a Revenue Won goal, and so on. Progress recalculates whenever the underlying data changes.
Because progress derives from live data, corrections flow through automatically. If a won deal is reopened, reassigned, or has its close date or value changed, the goals that depend on it adjust the next time progress is computed.
Targets and details can change; the metric and scope cannot.
Open a goal to edit it. You can rename it and adjust its target (including seasonal targets). The metric and scopeare locked after creation — they define what the goal is, and changing them would make its history meaningless. To measure a different metric or change who a goal applies to, create a new goal.