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 your User Profile icon/initials     Settings under Preferences, select the check-box Show motivational targets widget

Go to your  User Profile (top right) Settings Preferences.

Toggle Show Targets Widget option off/on.

How to customize your targets

In your Action Stream , hover your mouse over the widget and click on the  gear icon. 
Under the  Configure targets widget popup, there are 3 tabs:
  • Conversions
  • Calls
  • Revenue

Select the target you wish to update e.g.   Conversions    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 Lead to Prospect.


To make conversions your primary target, select the check-box Set conversions as default.


Hit  Save to set this target. 

Note: To update targets for calls and revenue   → Select the Calls and Revenue tabs  → Set your targets  → Save.

    • 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.
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