How to set Sales Goals

Sales goals are available on our Professional and Enterprise Plans. To compare our plans, click here.

It's always a good idea to set sales goals for yourself and your team.  By setting a benchmark for performance, you'll always have something to strive for and can keep an eye on your progress at a glance.

Base allows you to set team member goals for both sales revenue, and number of deals won.

The Base dashboard offers a quick snapshot of your goal progress for a given reporting period.  You can select monthly, quarterly, or annual intervals for your goals.

To view your goal reports, head over to the Reporting Tab and select which goal you'd like to view from the Goals report list.
 

Sales Goals

The Sales Goals report shows the progress of each of your sales people in reaching their individual goals of won deals.  A cumulative team goal is also displayed at the top of the bar graph.  The graph will always show the resolution period selected in your goal settings by default, but you can also view a broader date range. 

The flag marker and x-axis percentage on the graph indicate your current progress through the reporting period.

In the example below, team members who are on track to meet their quarterly goal are represented by green bars on the graph, whereas those who are falling short are shown in red.

Setting up and editing your Sales Revenue Goals

To define your sales revenue goals for your team, head over to Settings → Goals.

Resolution period - First, set the resolution period. This is the time frame that you'd like to set your goals for.  

NOTE:Changing the resolution period will affect the current period as well as future ones.

You can set goals for multiple resolution periods in the the future by navigating back and forth with the date selector. 

Individual team members


If you don't want to set a goal for a particular team member, simply uncheck the box next to the goal amount field associated with their name. The sales person won't show up on your Sales Revenue Goals report.

Disabling and re-enabling your goals


To disable the goal, simply click the Disable Goal button. The goals and report will be disabled, but you can always re-enable your goals without having to re-enter all of the information.


Won Deals Goals

The Won Deals Goals report shows how your sales team is doing in terms of meeting a deal quota for the resolution period.  Similar to the Sales Goals report, user stats are shown either in green or red depending on whether or not they are on track to meet their goal for the period.

A cumulative team goal is also displayed at the top of the bar graph.  The graph will always show the resolution period selected in your goal settings by default, but you can also view a broader date range. 

The flag marker and x-axis percentage on the graph indicate your current progress through the reporting period.


Setting up and editing your Won Deals Goals

To define your won deals goals for your team, head over to Settings → Goals.

Resolution period
First, set the resolution period. This is the time frame that you'd like to set your goals for.  

NOTE: Changing the resolution period will affect the current period as well as future ones.


You can set goals for multiple resolution periods in the the future by navigating back and forth with the date selector. 

Individual team members
If you don't want to set a goal for a particular team member, simply uncheck the box next to the goal amount field associated with their name. The sales person won't show up on your Won Deals Goals report.

Disabling and re-enabling your goals
To disable the goal, simply click the Disable Goal button. The goals and report will be disabled, but you can always re-enable your goals without having to re-enter all of the information.