How to set up your sales targets widget
The motivational targets widget is great for helping you to stay focused on the numbers that will grow your business.
In this Article:
Enable the targets widget Customize your targets
How to enable the targets widget
Go to the
Preferences, select the check-box
Show motivational targets widget.
How to customize your targets
Action Stream, hover your mouse over the widget and click on the
Configure targets widget popup, there are 3 tabs:
Select the target you wish to update e.g.
→ enter the number you wish to convert and the frequency from the drop-down.
Enter the status change you require to count as a conversion, for example;
from a Prospect to a Customer
To make conversions your primary target, select the check-box
Set conversions as default.
Save to set this target.
To update targets for calls and revenue
→ select the Calls and Revenue tabs
→ set your targets
- Conversions are defined by changing from one Status to another - you can set these requirements as you please.
- Calls targets can be based on the number of calls per day, week, month, quarter or year.
- The Revenue value is taken from the Expected total section of your Pipeline page and calculated by month, quarter or year.
- To minimize the targets widget, hover your mouse over and click on the minimize icon to the right of the gear icon.