Tired of lagging spreadsheets and outdated sales reports? The Pipeliner CRM Dynamic Target is your always-on, real-time performance compass, instantly showing you exactly where you stand against your goals. It’s not just a metric; it’s a living, breathing motivator that drives focused action and measurable results for every salesperson and every team.
Key Selling Point: Unmatched Real-Time Clarity
Forget the end-of-week scramble. The Dynamic Target is always visible and constantly updated in your PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. View. You see your progress right now—no clicking, no refreshing, no waiting. This instant feedback loop is the secret to proactive sales management and consistent 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. attainment.
The Dynamic Difference: Precision Targeting for Every Strategy
We know one metric doesn’t fit every sales strategy. That’s why Pipeliner CRM offers five powerful Target Types to align your tracking perfectly with your sales methodology.
| Target Type | Why It Matters | Best Use Case |
| Weighted Target | The industry standard for accurate forecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors.. It uses the probability of closure (based on your pipeline stage) to give you a realistic view of potential revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.. | Revenue-focused sales teams managing complex, multi-stage deals. |
| Ranked Target | Incorporates your qualitative deal assessment. Based on your Opportunity Ranking (star-rating system), it balances raw value with deal quality. | Teams using a strong qualification process where internal assessment is key to forecasting accuracy. |
| Balanced Target | The best of both worlds. An average of the Weighted and Ranked targets, offering a conservative, multi-factor projection. | When you want a stable, holistic metric that smooths out extreme weighting or ranking values. |
| Unweighted Target | The maximum potential revenue—the sum of all open opportunities. Excellent for pipeline health and total capacity checks. | Quick checks on total pipeline volume and lead generationLead Generation Lead Generation is a set of activities aimed at generating interest around a product or service through methods such as 1. content marketing (blogging, podcasts, free downloads); 2. advertising (PPC, banner ads, Yellow Pages, sponsoring an event); 3. referrals (recommendations from existing customers and other people); 4. outbound marketing (cold email, cold calling), and 5. partnerships (joint ventures, affiliate marketing). goal alignment. |
| Won Target | Pure performance tracking. Monitors what has already been closed and converted, providing the final score for the period. | Post-mortem analysis and final KPI reporting against annual or quarterly quotas. |
The Power of Exclusions
Maintain absolute control over your targets. Easily exclude specific opportunities from the calculation, ensuring your 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. is clean and focused only on the deals that matter for the current period.
Integrated Advantage: Targets That Drive Your Entire CRM
The Dynamic Target is fully integrated into the Pipeliner CRM ecosystem, turning standalone data points into a cohesive performance system.
- Quota Alignment: Automatically pull Quota amounts from your Pipeliner CRM Forecasts to instantly set your Target Goal. This ensures that the goal you’re tracking in the pipeline is the official goal you’re being held accountable for.
- Unified Vision (Navigator Dashboard): Your progress isn’t just stuck in the Pipeline View. The Target element is prominently displayed on the Navigator Dashboard, providing leadership and users with an instant, high-level snapshot of goal attainment the moment they log in.
- Currency ConversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller.: Manage global teams and complex sales with ease. Pipeliner CRM automatically converts all values to the UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.’s Currency, as defined for the Target, eliminating manual calculations and currency errors.
Go Beyond Revenue: Track What Truly Drives Your Business
The Dynamic Target isn’t limited to dollar signs. It’s a versatile performance tool that can track any critical KPI, making it essential for every role in the revenue lifecycle:
- For Sales Users: Create a User Target for Quarterly Revenue to keep personal sales goals at the forefront.
- For Sales Leadership: Set a Group Target for Annual Team Revenue and instantly track the collective performance of the entire sales floor.
- For Business Development Reps (BDRs): Track non-revenue KPIs, such as Leads Qualified or Leads Created, to measure upstream activity that fuels the sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process..