Targets Widget

The Motivational Targets Widget is a great feature for helping you stay focused on your targets. Each user can set their own Motivational Target to track individual goals.

Enable/Disable the Motivational Targets Widget

Go to Settings → scroll down to Motivational Targets Widget, then toggle the slider on or off.

Settings | Preferences | Motivational targets widget

💡 Visit the Pipeline page to set revenue targets.

💡 Revenue value is taken as your Expected total (e.g., Won + Weighted Pending)

Configure the Motivational Targets Widget

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Go to the Action Stream → hover over the widget → click the gear icon.

Action Stream | Motivational Target Widget | Gear icon

In the pop-up, select what to track and configure the target → Save.

Conversions of Status labels

Number of Call notes

Number of Meeting notes

Revenue of deals

Hover over the Targets Widget → click minimize icon.

Action Stream | Motivational Target Widget | Minimize icon

Conversions

Enter the target number and frequency.
Select the status change to count as a conversion, e.g., Lead → Prospect.
Select Set conversions as default to make it the primary target.

Configure target widget | Conversions

💡 Conversions are based on Status changes, which you can customize to fit your goals.

Calls

Enter the target number and frequency.
Select Set calls as default to make it the primary target.

Configure target widget | Calls

💡 Calls are defined by Call notes created for a contact in the CRM.

Meetings

Enter the target number and frequency.
Select Set meetings as default to make it the primary target.

Configure target widget | Meetings

💡 Meetings are defined by Meeting notes created for a contact in the CRM.

Revenue

Select the frequency
Select Set Revenue as default to make it the primary target.

Configure target widget | Revenue

💡 Visit the Pipeline page to set revenue targets.

💡 Revenue value is taken as your Expected total (i.e. Won + Weighted Pending)