Dynamic Target

Stop guessing and start achieving! Pipeliner CRM’s Dynamic Target feature empowers sales professionals and teams to precisely track, manage, and hit their sales goals with real-time, evidence-based insights. Say goodbye to uncertainty and hello to consistent performance.

What is a Dynamic Target?

A Target in Pipeliner CRM is your personalized compass for sales performance. It’s a powerful tool that leverages your LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. and Opportunity dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. to provide crystal-clear, measurable KPIs for individuals and teams. Each Target clearly defines:

• Target Value: Your ultimate goal – the upper limit you’re aiming to achieve.
• Achieved Value: Your real-time progress, pulled directly from your live Opportunity and Lead data.
• Period: The specific timeframe (start and end dates) for your target.
• Assigned UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.: The individual or team responsible for hitting the target.

Where You’ll See Your Targets in Action

Pipeliner CRM integrates Dynamic Targets seamlessly into your daily workflow, ensuring your goals are always front and center:

• Navigator Dashboard: Get an instant overview of your progress with the “Target” element prominently displayed. Adjust settings on the fly for maximum flexibility.
• Opportunity PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. View: Watch your progress unfold in real-time. The “Dynamic Target” on the right side of your screen constantly reflects your up-to-the-minute achievements, allowing you to visualize your chosen user or group target directly within your pipeline.
• AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). Menu: Dive deep into your performance. Create and manage both User Targets and Group Targets from a centralized hub, giving you complete control over your sales strategy.

Tailor Your Targets: Types & Tracking Goals

Pipeliner CRM offers a variety of Target Types to align with your specific sales objectives:

• RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.: Focus purely on the financial value of your Opportunities.
• Leads Qualified: Track the number of Leads that successfully convert into Opportunities.
• Leads Created: Monitor the volume of new Leads generated.

Beyond these, when configuring your Target Goal for the Pipeline View, you have sophisticated calculation options:

• Weighted Target: Get a realistic forecast by factoring in the probability of closure for each Opportunity.
• Ranked Target: Utilize your star ranking system within Opportunities for a performance-driven calculation.
• Balanced Target: Benefit from a holistic view, averaging both Weighted and Ranked Targets.
• Unweighted Target: See the total value of all your open Opportunities in the Pipeline.
• Won Target: Instantly view the value of deals you’ve already successfully closed.

Your Target Goal can be based on either the Opportunity Count or Opportunity Value, and the Target Period precisely defines the closing date range for included deals.

Smart Target Creation & Management

Pipeliner CRM takes the guesswork out of goal setting with intelligent features:

• Draft Mode & Pre-populated Data: New Targets begin in a flexible Draft status. Pipeliner CRM intelligently pre-populates these drafts with predicted data based on historical performance, giving you an immediate, evidence-based starting point.
• KPI MetricsMetrics Metrics  are quantities that are measured and used to: Panel: Fine-tune your targets with ease. This panel provides pre-filled KPI values derived from the assigned user’s lifetime averages. See the instant impact of adjustments on your Target Summary. You can even enable Working Time for more precise analysis.
• Target Validation Bar: In Draft mode, this intuitive, color-coded bar visually assesses the realism of your target. It shows the ratio between your entered target and the system’s Estimated Target (a prediction based on historical trends), ensuring your goals are ambitious yet achievable.
• Target Summary: Get a comprehensive breakdown of your Target Revenues across various periods. See critical metrics like how many new Opportunities you need to create weekly, monthly, quarterly, and annually to hit your goal.
• Activation: Once you’re confident in your Draft Target, simply Activate it. This locks in your target, making it read-only and enabling real-time performance tracking.
• Target Performance Bar: For active targets, this visual bar constantly displays your Target Value versus your Achieved Value, along with their percentage ratio, keeping you informed at a glance.
• Drill-down and Charts: Click on values in the Target Summary of an Active Target to drill down into the underlying data in a List View. Visualize your progress with Performance Charts for each time period, comparing Target Revenues and Achieved Values. A Trend Chart in the Navigator menu allows you to compare different Target Types over time.
• Group Targets: Easily create Group Targets by combining existing User Targets or selecting individual users. Group Target values aggregate the performance of included User Targets, and you can “Unlock” the value for manual editing or “Lock” it to synchronize with user targets.
• Target List: A dedicated list provides a comprehensive overview of all your User and Group Targets, including Name, User, Type, progress, Status, Owner, Period, and Days left. Manage your targets with available actions like Opening, Editing, Activating/Finishing, Copying, or Deleting. Robust search and filter options are also available.

Seamless Integration for Holistic Sales Management

Pipeliner CRM’s Dynamic Targets work hand-in-hand with other powerful features:

• Forecasts: Directly populate QuotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. settings within Forecasts with your Target values, ensuring consistent goal setting across all your sales planning tools.
• Power Panel: Save your preferred Target settings, along with View, Role, and Filter configurations, as custom Profiles for quick and easy access.
• Multi-Currency: When creating a Forecast or Target, select your desired currency. Pipeliner CRM will automatically convert all currency values, providing a consistent view regardless of your global operations.

Control and Accessibility

Pipeliner CRM ensures secure access and tailored permissions for the Target module:

• Access Rights: Pipeliner Administrators have full control over user access and modification rights (Write, Read-only, Delete) for Targets through User Role settings. Even without full access, users can always view their own Targets.
• Tier Availability: The Targets module is included by default for customers on the Unlimited Tier. For other subscription tiers, it is available as a paid add-on module.