Manage Sales Goals

Manage Sales Goals

The Manage Sales Goals section allows administrators to set, edit, and track monthly sales performance metrics for each member of the sales team.
These goals define the key performance indicators (KPIs) that QwikSell uses to measure individual productivity and overall sales success.

Sales goals feed directly into QwikSell’s performance dashboards, providing leadership with visibility into revenue progress, proposal activity, and appointment generation.

Accessing Sales Goals

• Navigate to Administration from the main menu.
• Select Manage Sales Goals.
• The system displays a list of all active sales representatives and their assigned metrics.

Sales Goals Overview

Each salesperson’s row lists their assigned monthly targets across multiple categories.

Tip: Clear, measurable goals help align daily prospecting activities with monthly revenue objectives.

Editing Sales Goals

To adjust a team member’s goals:

• Click on the salesperson’s name in the list.
• The Edit Sales Goals window will open.
• Enter or update goal values for each available field.

Fields Explained

• Click Save to apply updates or Cancel to return without changes.

Goal Tracking & Reporting

Once goals are set, QwikSell automatically pulls sales activity data from the platform to track each salesperson’s progress.

Performance metrics appear in:

• Sales Dashboard – Displays goal attainment percentages.
• Reporting & Analytics – Allows management to view historical performance trends.
• Pipeline Reports – Correlates deals and proposals to overall revenue goals.

Example:
If a salesperson’s monthly MRR goal is $1,000 and they close $800 in new MRR, QwikSell will display 80% goal completion on their dashboard.

Best Practices

• Set realistic but challenging goals to maintain motivation and accountability.
• Review and adjust goals quarterly to align with business growth.
• Keep goals balanced — ensuring metrics for deals, proposals, and appointments complement revenue targets.
• Use discovery and first-time appointment goals to measure pipeline-building efforts, not just closed revenue.
• Regularly export sales goals and results for management meetings and performance reviews.