Goals
Set targets for your team and follow progress toward them, coming in an upcoming version. Today KPI widgets and the deal win rate already show how you are doing.
What is coming
Goals will let you set clear targets and follow the progress toward each one over time, so everyone knows what they are working toward without a separate spreadsheet. You will see at a glance which targets are on track and which need attention.
What you can use today
KPI widgets on the Home dashboard and the deal win rate already show how sales are going. Planning targets for your team? Tell us how you set them today and help shape this feature before it ships.
What you can do
Targets
Set clear targets everyone can see.
Progress tracking
Follow progress toward each target over time.
KPI widgets
Key numbers on your Home dashboard, available today.
Deal win rate
See the share of deals you win, available today.
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Questions about this module
Is this module included in every plan?
Plans are built around the modules your team needs. Talk to us and we will include what fits.
Can it be customised for our process?
Yes. Columns, statuses, permissions and automations adapt to your process, and our team can build extra features when needed.
What if a feature is marked coming soon?
It is planned for an upcoming version and is not live yet. Tell us if you need it and we will keep you posted.
See this module with your own data
Book a demo or create your workspace now.