Sales targets

A revenue target per quarter. Progress is measured against deals actually won, never a forecast.

Where

Leads / Deal › Setup › Sales Targets

Who

Anyone allowed to see this screen.

Press + Period. In Quarter target, choose the quarter, the company and the currency, type the target and save it. The table shows each Period, its Company and its Target, with what has been won so far. Above the table, a line for the current quarter gives its Target, what is Won so far, the Progress and what is Remaining; deals won in another currency are named there and not added in. A period with no target says so.