Setting sales goals and tracking progress

Sales goals give your team a target and a visible line of progress toward it, right where they already work — Sales Home — instead of a spreadsheet someone updates once a month.

Setting or changing a goal is a sales-leadership action — a Sales Manager, a Tenant Admin, or anyone with the sales-leadership toggle turned on. An Account Executive can watch their own progress but can't author or move a goal themselves. This is enforced at the database layer as well as in the interface, so it isn't just a hidden button.

Current supports goals against ten different metrics, covering both activity and revenue:

• ＋First appointments and total appointments booked
• ＋One-time revenue and MRR added
• ＋New-logo MRR, expansion MRR, and renewal MRR retained
• ＋Deals won
• ＋Pipeline created
• ＋Activities logged

A goal can target one Account Executive specifically, or the whole sales team at once. Team goals roll up everyone's numbers against a single shared target — useful for a quarterly team push alongside individual quotas.

1. 1
   Open Sales Home

   As a Sales Manager or Admin, you'll see the team goals panel.
2. 2
   Choose a metric and a target

   Pick from the ten supported metric types and set the number to hit.
3. 3
   Assign it to a rep or the whole team

   Leave it unassigned for a team-wide goal.
4. 4
   Set the period

   Save it — progress starts tracking against your existing activity and deal data immediately, no backfilling needed.

Every Account Executive sees their own goal progress on their Sales Home. A goal-progress band also appears for every CRM user regardless of role — a deliberate exception so the whole team can see how close the org is to target, even if only leadership can change the number. Sales leadership additionally sees a full team goals panel and the AE Scorecard report for a per-rep breakdown. See "The Current CRM: companies, deals, and the Sales Home" for the rest of what's on that page.