Introduction to Goals

What are Goals?

Goals are a great way of keeping track of your sales objectives, making sure that you and your team consistently meet the targets that keep your business running. In TeamWave, the Goals feature allows for you to keep track of that in different ways, giving you the best-possible insight into your progress.

Goals allow you define Sales targets for an individual member of your team as well as help you track value and quantity of deals advanced/won. There are two metrics by which you can define a Goal: 

1. Deals Advanced
2. Deals Won

With the help of these two metrics, you can track value and quantity of deals.

Types of Goals

You can define different types of Goals depending on what you would like to track:

1. Quantity of deals advanced
2. Value of deals advances
3. Quantity of deals won
4. Value of deals won

Quantity of deals Advanced:

You can assign the expected number of deals to be moved forward to a specific stage in a pipeline in the defined period to a team member and track it.

Value of deals advanced:
You can assign the expected value of deals to be moved forward to a specific stage in a pipeline in the defined period to a team member and track it.

Quantity of deals won
You can assign the expected number of deals to be won in a pipeline in the defined period to a team member and track it.

Value of deals won
You can assign the expected value of deals to be won in a pipeline in the defined period to a team member and track it.

Learn how to add goals.

Note: Deals won or advanced will be reflected only in deal owner’s Goals.