Sales
Custom Goals

Measure what matters to you

Measure what matters to you

Design custom goals that mirror your business—define metrics, contributors, and durations, then track progress and visualize attainment in reports. </p>

Sales
Custom Goals

Measure what matters to you

Measure what matters to you

Design custom goals that mirror your business—define metrics, contributors, and durations, then track progress and visualize attainment in reports. </p>

Sales
Custom Goals

Measure what matters to you

Measure what matters to you

Design custom goals that mirror your business—define metrics, contributors, and durations, then track progress and visualize attainment in reports. </p>
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Create goals beyond templates.

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Use hundreds of property and aggregation combinations to define user or team goals that reflect your unique success indicators.

Tailor your goal definitions

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  • Choose from many properties and aggregations to model exactly what you want to measure.
  • Build deal-based custom goals you can chart and monitor over time.
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Assign, time-box, and track

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Contributors & duration

Set goal owners, teams, and time windows from setup.

Filters & segments

Track and filter goal progress by your own definitions.

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Report & forecast

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Visualize attainment, slice by team or rep, and embed goals into dashboards to drive accountability.

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Governance

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Standardize naming and review cadences; limit editing to owners to preserve target integrity.

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Have a question for our sales team?

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Frequently asked questions

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