Sales goals and quotas
Set revenue, deal or activity targets for individuals or teams and track progress against them inside the CRM.
On this pageWhat it is
What it is
Sales goals and quotas let you set targets for revenue, deals won or activities such as calls, for each person or team, and see progress in the CRM. For example, you can set a quarterly revenue target for each salesperson and see on a dashboard who is ahead or behind. HubSpot, Pipedrive and Salesforce are among the tools that offer this.
Why it matters
Targets that live in a spreadsheet are rarely compared with live pipeline data, so problems show up at the end of the period. Tracking goals next to the deals gives managers early warning and gives each person a clear number to aim at. Very small teams with one or two sellers can often track targets by hand. The feature matters more as the team grows.
What to check
- Ask which measures can be used as a target, such as revenue, number of deals or calls made.
- Check whether targets can be set for individuals, teams and periods such as a month or quarter.
- Test whether progress updates on its own as deals close, without manual entry.
- Find out whether goal tracking is included on the plan you would buy.
Tools with Sales goals and quotas
Manages contacts, leads, opportunities and pipelines with deep customisation and automation for B2B sales teams.
Manages contacts, deals and pipelines for B2B sales teams with built-in phone and AI lead scoring.
Combines CRM, marketing, sales and customer service around a shared contact database with a free tier.
Dedicated customer relationship management platform for sales teams managing leads, deals and pipelines.
Manage your sales pipeline visually with drag-and-drop deals, contact management and workflow automation.
Sales management system for leads, deals and customers with built-in forecasting and workflow automation.