Learn How to Manage and Measure Your Sales Goal

The Pipeliner CRM Target is one of its most important features. Always visible to the right of the main Pipeline View, the Target constantly keeps the goal front-of-mind for any salesperson. It is always a conscious or even unconscious motivation for the rep to make that quota.

In Pipeliner 5 different Target views are available, that will allow you to select the calculation that best fits your sales model.

In the Sales Target Tracking User Guide you will learn:

  • How to set up the sales target value and period

  • How to change Target calculation type

  • How to compare multiple targets

Download Sales Target Tracking User Guide

Download the full pdf version of the Sales Target Tracking User Guide for Pipeliner CRM.