It’s always a good idea to set goals for yourself and your team. By setting a benchmark for performance, you’ll always have something to strive for and can keep an eye on your progress at a glance.
Base CRM helps you stay on target with the newly introduced sales goals reporting.
Two new, robust reports are here to help keep your team on the right track - the Sales Goals Report, and the Won Deals Report.
You probably already set sales revenue goals for your team. So why aren’t you keeping track of it? Set a goal in Base for each of your sales reps according to monthly, quarterly, or annual revenue. As you track your deals through the sales pipeline, you’ll see who has made their goal already… and who hasn’t.
Depending on your business needs, you may want to track the number of deals your team is winning instead of the amount of revenue. This is where the Won Deals Report comes into play. You can easily track your team’s won deal volume throughout the resolution period by looking at the flag indicator on the graph. If your team members are on track, they’ll meet or extend beyond the flag; if they’re falling short, you’ll see their numbers in red.
The new Sales Goals reports are only available on the Professional plan. Don’t have a Professional plan? Take advantage of the 14-day free trial and see for yourself how helpful the Sales Goals can be for you and your team!