Setting sales goals and tracking progress

Sales goals give your team a target and a visible line of progress toward it. They live on one page, Goals, where every rep's target sits beside what they have actually done and the pace tick that says where they should be today. Setting a number and watching it are the same screen, so a target that is being missed looks missed.

Sales, then Goals, directly under Sales Home. The row only appears for sales leadership. An Account Executive works from their own goals on Sales Home instead, and opening the page's address directly shows a note pointing back there rather than anyone else's numbers.

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. This is enforced at the database layer as well as in the interface, so it is not just a hidden button.

Goals are set on calendar periods. The control at the top right chooses the kind (Month, Quarter or Year) and the stepper beside it walks backward and forward one period at a time. Once you have stepped away from today, a Now link lights up to bring you straight back. The page remembers which kind you work in. The first time you open it on a workspace that has quarterly targets but no monthly ones, it starts on the quarter; after that it opens wherever you left it.

Twelve metrics in one table is a spreadsheet, so they are split into three tiles by the kind of decision you are making:

• ＋Revenue — MRR added, one-time revenue, new-logo MRR, expansion MRR, renewal MRR retained, and pipeline created.
• ＋Activity — first appointments, appointments, deals won, activities logged, and business reviews presented.
• ＋Contracts — net new MRR, the one goal scored from the recurring contract lines your PSA already holds rather than from deals anyone won.

Every column says under its label where its number comes from: from won deals, from activity, from deals created, from business reviews, or from contracts. That matters most for the MRR columns, because MRR added counts recurring dollars on deals won inside Current while net new MRR counts what your PSA's contracts actually did, credited to the account manager on each company. The two can disagree and both are right for what they measure.

Seven of the columns carry a small Sales Home marker. Those are the seven metrics that feed the pace bars, the leaderboard dots and the team pace ring on Sales Home, so a target you set on one of them changes what your team sees there.

1. 1
   Click the target in any cell

   It becomes a box you can type in. Press Enter, or click away, to save. Escape leaves it as it was.
2. 2
   Type the number in your workspace's own style

   Money can carry your currency symbol or none at all. If Current cannot read what you typed it says so and keeps the old target, rather than saving a number a thousand times too small.
3. 3
   Clear a cell to remove the goal

   An empty cell means no goal, and it always has. The bar under it goes empty rather than red: a metric nobody set a target for is not a miss.
4. 4
   Or give the whole column one number

   Hover a column header and a Set all link appears. Type once, confirm, and every rep on screen gets that target for that metric, replacing any they already had. The confirmation says how many targets it is about to replace, so a slip on the wrong column costs nothing.

Fill targets, at the top right, is for a period nobody has set up yet. It offers two moves, and each one previews how many targets it will write before anything is saved:

• ＋Copy from the previous period — brings forward every target the last period held, for the Team row and for the reps on screen.
• ＋Split team targets across reps — takes each team target and gives every rep on screen an equal share. Money is rounded to the nearest whole unit; counts round up, so three reps sharing ten appointments get four each rather than three.

The first row of every group is Team: one shared target for the whole sales org, not the sum of the rep rows below it. Its progress counts every rep's contribution, including anyone the lens is currently hiding, so the same team goal reads the same however the page is filtered.

If you manage a sales team (set up in Users & roles, then Teams), the page shows just your team's reps and a My team / Everyone switch brings the full roster back. It is the same switch, and the same remembered choice, as the one on Sales Home, so the two pages always agree about who you are looking at.

Each goal scores its actual over its target. It is Met at 100%. Measured against how much of the period has gone by, it is Behind under 90% of where it should be, Ahead over 110%, and On pace in between. A rep's pace is the average of their goals on the seven metrics Sales Home paces (MRR added, One-time revenue, First appointments, Appointments, Deals won, Activities and SBRs presented, each marked with a Sales Home dot in its column header), each capped at 130% first, so one huge win cannot carry six misses. A target on any other metric still shows its own bar and percent; it just does not move the rep's pace. The Team pace and Behind pace tiles at the top of the page read that same math.

Every Account Executive sees their own goal progress in My goals on their Sales Home: one card per metric, each with a bar and a tick marking where they should be today. A Goal race tile also appears for every CRM user regardless of role, a deliberate exception so the whole team can see how close everyone is to target, even though only leadership can change a number. It shows percentages only, whoever is looking. Sales leadership additionally sees the leaderboard and the AE Scorecard report for a per-rep breakdown.