🔗 This add-on is included on Professional and Performance plans.
For detailed information about this particular add on, you can check 👉 here.
Goals are a key tool for defining and measuring commercial performance within a company. They help set clear targets, optimise efforts, and improve strategic planning.
With this functionality, users can set personal and professional goals, define tracking periods (daily, weekly, monthly, quarterly), and monitor their progress directly from the Dashboard in Sage Sales Management.
What Does This Functionality Offer?
Each user can define and manage their own goals to track the progress of their activities recorded in Sage Sales Management. The available goal types include:
Geolocated check-ins (visits registered with location tracking)
Management activities (non-geolocated visits)
New company creation
New opportunity generation
Closed and won opportunities
Sales
Goal Status
To facilitate progress tracking, goals use a colour-coded system:
Green: Goal achieved or exceeded.
Orange: Goal in progress, not yet completed.
Red: Goal insufficient, below expectations.
Managing Goals in the Mobile App
Goals can be managed directly from the Sage Sales Management mobile app on both Android and iOS devices.
How to Add or Edit a Goal from Mobile
Access the Dashboard on your mobile device.
Tap "Show all" within the "More Goals" section.
Create or edit a goal by completing the following fields:
Goal quantity (e.g., 10, 50, 100…).
Tracking period (weekly, monthly, quarterly…).
Save your changes and track goal progress from the Dashboard.
Tracking Progress
Each goal is divided into two main sections:
Performance: Displays activities recorded towards achieving the goal.
Information: Provides a description and details of the goal.
If you have more than three active goals and want to track a specific one, tap "Show all" and select the goal you wish to monitor.
Editing or Deleting Goals
To edit a goal:
Access its details from the Dashboard.
Tap "Edit" in the top right corner.
Modify the goal value and save the changes.
To delete or add new goals:
Access the goal list and tap "Edit".
Delete a goal by tapping the "-" icon and saving the changes.
Add new goals from the "More Goals" section by tapping the "+" icon.
Reordering Goals in the Dashboard
You can rearrange active goals to suit your preferences:
Press and hold the three horizontal lines next to the goal.
Drag it to the desired position and release.
Managing Goals from the Web Application
Goals can also be managed from the web version of Sage Sales Management through the Sales Analysis menu.
Accessing Goal Settings
Go to the Sales Analysis menu.
Navigate to the "Intensity" tab.
In the "Goals" chart, you can:
View existing configured goals.
Add new goals.
Modify current goals.