Sales Goal Tracker Built for Product Businesses
Turn targets into results with the sales goal tracker built for wholesalers, distributors, and manufacturers. Set clear sales targets and track company-wide progress so you can grow faster with complete control.
What Is a CRM Sales Goal Tracker?
A CRM sales goal tracker helps you set and measure the targets that matter most to your business, using real-time customer and sales data to show exactly how your team is performing. With Prospect CRM, you can track goals across operating companies, users, and customers in one clear view to stay focused and drive predictable growth.
Three Goal Types to Power Your Sales Target Tracking
Add Sales Goal Tiles to Dashboards
Add goal tiles to your Prospect CRM dashboard to see real-time performance at a glance. Each tile gives a clear snapshot of progress against your sales target, whether you’re tracking users, customers, or company-wide metrics.
Benefits of Using Prospect CRM as Your Sales Goal Tracker
Using Prospect CRM as your sales goal tracker gives your team clarity and focus to hit every target:
- Keep your team aligned around the most important sales metrics
- Forecast performance with confidence using real-time data
- Identify customers or reps who need support before it’s too late
- Track goals across multiple operating companies without manual spreadsheets
CRM Integration That Powers More Accurate Sales Targets
Prospect CRM’s integrations with your other business systems ensure your sales goal tracker always works with accurate data. By connecting orders, revenue, products, and customer information directly to your goals, you can set realistic sales targets and make clear-cut decisions across your entire business
How Sales Goals Drive Growth
Focus Growth on the Right Customers
Use Customer Goals to identify high-value accounts and prioritise opportunities that drive the most growth.
Boost Accountability Across the Sales Team
Set clear User Goals so every rep knows their targets and can track progress in real time.
Make Data-Driven Decisions
Combine live CRM data with goal tracking to plan and forecast.
Drill Down Into Details
Reach beyond high-level metrics to analyse individual performance and progress toward each goal.
Sales Target Tracker for Every Metric
Track sales by customer, account manager, product, or team.
Why Users Love CRM Sales Goal Tracking
FAQs
What is a sales goal tracker?
Goals in Prospect CRM is a tool that helps you set, measure, and monitor sales targets across users, customers, and your business in real time.
How Can I use a sales goal tracker in my business?
You can use it to track performance by individual reps, monitor key customer orders, set company-wide targets, and create dashboards that give your team instant insight into progress.
What types of goals can I set?
Prospect CRM offers three goal types: My Business Goals, User Goals, and Customer Goals, letting you track performance across companies, team members, or specific orders.
Can I track recurring sales targets?
Yes, you can set goals to repeat monthly, quarterly, or annually, helping your team stay on track with consistent targets.
How much does Goals cost?
Goals are available on the Professional subscription. View all subscription plans for more information.