Goals & Leaderboards
Know Who’s on Pace. Not Just Who’s Ahead.Sales goal tracking with live progress, pace to the deadline and a leaderboard.
Set a target on revenue, deals closed, calls, meetings or six other measures, for a day, a quarter or dates you pick. Progress is read live from won deals and logged work, so nobody updates a spreadsheet, and pace shows where each rep lands by the deadline at their current rate.
- Ten measures, six windows
- Live progress, nothing typed
- Included on every plan
How it works
- Set a targetA measure, a number and a window
- Work gets loggedWon deals and calls count automatically
- Pace is worked outWhere today’s rate lands by the deadline
- The board ranks itPoints for targets met, not just size
Goals That Update Themselves. A Board That’s Fair.
Attainment is read from won deals and logged work the moment you open it, so it can’t drift from the records.
Pace shows where the current rate lands by the deadline. Behind on the 2nd isn’t the same as behind on the 28th.
Each target met is worth 100 points, so several targets hit beat one huge target half done.
Aim a target at a team and progress is counted across the records of everyone in it.
Goals Set in Three Steps.
Pick a Measure and a Number
Choose from ten measures, from revenue to calls, and set the number to hit.
Choose the Window and Who
A day to a year, or your own dates, for one rep or a whole team.
Watch It Fill in
Progress and pace update from real work, and the leaderboard ranks targets met.
What Is Sales Goal Tracking, and What Makes a Leaderboard Fair?
Sales goal tracking means setting sales targets, a number in a window for a person or a team, and watching progress against them. In Adoptiv progress is worked out the moment you open it, from deals already won and work already logged, so sales quota tracking never relies on someone updating a sheet.
There are ten measures: revenue, deals closed, calls, emails, meetings, total activity, open pipeline value, conversion rate, new business and one you name. Windows run from a day to a year, or two dates you choose. Because calls are logged automatically, activity goals for sales reps fill in as they dial, and team sales goals count across that team’s records.
Quota attainment on its own hides timing, so each target also shows how much of the window has gone, the rate so far and where that rate lands by the closing date. Behind on the 2nd is a different conversation from behind on the 28th.
The sales leaderboard counts targets, not turnover. Each target met earns 100 points, plus each target’s own percentage capped at 100, so several modest targets met outrank one enormous one half done. It scores revenue and deals closed. A target carries a currency, and amounts are summed as they stand, never converted. Deals come from your pipelines, and who can see goals is set in roles and permissions.
Sales Targets with the Pace Built In.
Revenue, deals, calls, emails, meetings, activity, pipeline, conversion, new business and your own.
Daily, weekly, monthly, quarterly, yearly, or dates you pick.
Read from the records whenever you open it, never written overnight.
Time gone, rate so far, and where that rate finishes.
Counted across the records of everyone in the team.
Targets met score 100 each, so consistency wins.
For Managers Who Coach to a Number.
Live Goal Tracking vs a Spreadsheet of Targets.
| What | A targets spreadsheet | With Adoptiv |
|---|---|---|
| Updating progress | A targets spreadsheet: Someone types it in on Friday | With Adoptiv: Read live from won deals and logged work |
| Pace | A targets spreadsheet: Worked out in your head | With Adoptiv: Rate so far, and where it lands |
| Ranking | A targets spreadsheet: Biggest number wins | With Adoptiv: Points for every target met |
| Team goals | A targets spreadsheet: Add up each rep by hand | With Adoptiv: Counted across the team’s records |
| Mixed currencies | A targets spreadsheet: Converted by hand | With Adoptiv: Summed as they stand, never converted |
Goals & Leaderboards Questions, Answered.
What is sales goal tracking?
Setting targets for your team, such as revenue per quarter or calls per week, and tracking progress against them. In Adoptiv progress is read live from the CRM, so it is never out of date.
What can I set goals on?
Ten measures: revenue, deals closed, calls, emails, meetings, total activity, open pipeline value, conversion rate, new business and one you name.
How is the leaderboard ranked?
Each target met earns 100 points, plus each target’s own percentage, capped at 100. Revenue and deals closed are the targets it scores.
Can I set goals for a team?
Yes. Aim a target at a team and progress is counted across that team’s records, not one person’s.
What time periods can a goal cover?
A day, a week, a month, a quarter, a year, or two dates you choose.
How do I track sales goals without a spreadsheet?
Set the target in Adoptiv. Progress is read from won deals and logged calls, emails and meetings whenever you open it, so there is nothing to update.
What is pace on a sales target?
How much of the window has gone, the rate you’ve reached so far, and where that rate would finish by the closing date.
Do all ten measures count on the leaderboard?
No. The leaderboard scores revenue and deals closed. The other eight carry targets and progress without entering the ranking.
Are deals in different currencies converted?
No. A target has a currency, and amounts are summed as they stand, never converted.
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