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Creating Goals & Tracking Progress

Create goals and monitor progress toward targets

Creating a Goal

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.

Template

Start from a preset (for example a monthly Revenue Won or weekly Calls Made goal), which pre-fills the metric and period for you, or pick Custom to configure everything from scratch.

Setup

Choose who the goal applies to, which metric it measures, its currency (for revenue and pipeline goals), and its period.

Targets

Enter the target value. Set a single target, vary the target by period, or use the bulk grid to give many teammates targets at once.

Review

Confirm a summary of the goal (or goals) you are about to create, then create.

Templates are a head start, not a lock

Picking a template just pre-fills the metric and period on the Setup step — you can change anything before you finish. Choose Custom when you want the full metric list and no presets.

Setup Fields

What you choose on the Setup step.

Field	Description	Type	Default
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.	select	—
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.	select	—
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.	select	—
Period*	The goal’s time frame: Daily, Weekly, Monthly, Quarterly, Annually, or Custom. Choosing Custom reveals a start and end date.	select	Monthly

One active goal per metric per period

A person, team, or organization can hold only one active goal for a given metric and period type at a time. If you try to create a second one that collides, the wizard refuses it with a message naming the metric and period — for example “An active Revenue Won goal for this monthly period already exists for this user.” Goals for other metrics or other period types are unaffected.

Setting Targets

One target, seasonal targets, or targets for many people at once.

A single target

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.

Targets that vary by period (seasonality)

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.

Targets for a whole team (the bulk grid)

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.

Power tools in the bulk grid

The bulk grid is built for filling fast: Set all fills the empty cells in one move (and asks before overwriting values you already typed), you can move between cells with the arrow keys and Enter, and you can paste a column of numbers straight from a spreadsheet or import them from a CSV.

Tracking Progress

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.

Pace, not just percentage

Every goal is also scored for pace — whether its progress is ahead of, on, or behind where it should be for the time elapsed, with an At risk flag once it falls more than 20 points behind. See Goals & Quotas Overview for how pace and the leaderboard connection work.

Editing a Goal

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 scope are 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.

Goals & Quotas Overview· Track revenue targets and sales quotas Goal Alert Emails· How at-risk and achieved alerts reach you, and how to change their frequency Goals Preferences· Set how the Goals page opens for you Sales Leaderboard· View team rankings and sales performance Reports Gallery· Browse built-in reports and analytics Win-Loss Analysis· Analyze why deals are won or lost

Goals & Quotas Overview

Goal Alert Emails