Track your sales goals by assigning targets to see performance and to ensure your team is meeting them.
In Sales Simplify, you can keep track of Deals and Activity progress thus giving the best insights on sales performance.
Steps to set Sales Targets:
Step 1 - To add a Sales Target, click the button “ +Sales Target “.
Step 2 - To create the goal fill the mentioned information.
Step 3 - Once the information is filled, hit save and the target will be set.
Track, Update or Filter your goals.
Your targets or goals will be on the Sales Targets List and you can see the analytics of each target on the left pane.
Filter - You can filter the targets by User, Teams, your Company, or all together.
Edit - You can edit your targets by clicking on the edit icon.
Delete - If you want to delete, click the delete icon.