See how many pendings an AE has had in each stage. You can see how that stacks up against the goal! Here is how to enter the goals for your sales people. They will show up once you save them in the AEs profile. Only managers or someone with permission to add/edit users can add the goals.

Setting Monthly Stage Goals

Visit the Our Team page and choose the AE you wish to set goals for. Select the Goals tab. Note: Goals are not available when creating a new user. Create the user first then enter goals. 

  • Enter the monthly AE Goal for each stags.
  • When complete choose Save at the bottom of the page

Viewing and Reporting Monthly Stage Goals

Visit the Report Card page located under Pendings / Reports. 

When you filter on the Time Period and the Budget Category you will see the number of actual pendings that hit that Stage of the Sales Funnel, out of the Goal. 

Numbers as shown as Actual Pending / Goal / Percentage to Goal. 

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