Target Management

Set monthly, quarterly, and annual targets for your team and track progress in real time.

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What is Target Management?

Target Management brings accountability to your sales team. Set individual or team-level targets for lead conversions or revenue. Salespeople see their own progress, creating self-motivation. Managers get a clear view of who is on track and who needs coaching.

How It Works

1

Set Targets

Define monthly, quarterly, or annual targets per person or team.

2

Choose Metrics

Track lead conversions, revenue, calls, or meetings.

3

Monitor Progress

Real-time dashboards show current progress vs target.

4

Compare & Report

Generate target vs actual reports for any period.

Key Benefits

Individual Targets

Set personalised targets based on role and territory.

Progress Dashboards

Visual progress bars show how far from target.

Target vs Actual

Compare planned targets against real results.

Period Comparison

Compare this month to last month or year-over-year.

Forecast View

See projected performance based on current pace.

Who Uses This?

Business Owner

Set annual targets and check weekly dashboards.

Sales Manager

Assign monthly targets and coach those falling behind.

Sales Executive

Check your dashboard to see progress toward this month's target.

Ready to Use Target Management?

See how Target Management works in a live demo. Book a free 30-minute session with our team.