Goal Management

Note: Available in the Growth Plan.

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 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.

Goal Management can be enabled from

• Click on the profile icon top right corner > Setup > Apps & Add-ons > Apps
• Won Deals - Goal Management
• Sales Revenue - Goal Management

To configure goal based on the number of won deals:

To configure goal based on the value of won deals: