Goal Management Follow

Salesmate provides Sales Managers with a simple interface to quickly and easily set and track Sales Goals. Creating and motivating your team towards clear tangible, quantifiable performance goals sets the environment for a winning sales team. Track Individual / Team / Company goals for any period monthly / Quarterly / Yearly based on the number of deals or goal amount that can be set.

Just like every individual is different, so are companies. Therefore, Salesmate allows you to set the goals the way you see fit and based on the number of won deals.

To enable Goal Management

• Navigate to the Profile Icon on the top left corner.
• Click on Setup
• Head over to Apps & Add-ons
• Click on Available Apps

• Under Available Apps navigate to
• Sales Revenue - Goal Management
• Won Deals - Goal Management

• Click on Install

Won Deals - Goal Management

• Select the goal period for which you want to get a report
• It could be Monthly, Quarterly, or Yearly.

• Now assign the number of deals as a goal to different users.

• Once done click on Save
• You can now add the widget to the Dashboard.
• Go to the dashboard, and click on Add Widget.

• Search for Won Amount.
• Click on Add to Dashboard.

• The widget will get added on the Dashboard
• From the Actions dropdown, you get an option to 
  • View Related Deals
  • Rename
  • Clone 
  • Remove from Dashboard

Sales Revenue - Goal Management

• Select the goal period for which you want to get a report
• It could be Monthly, Quarterly, or Yearly.

• Now assign the revenue for the won deals as a goal to different users.

• Click on Save 
• Once done, you can add the widget to the Dashboard.
• Go to the dashboard, and click on Add Widget.

• Search for Won Amount.
• Click on Add to Dashboard.

• The widget will now get added to the Dashboard

• From the Actions dropdown, you get an option to
  • View Related Deals
  • Rename
  • Clone 
  • Remove from Dashboard