Goals & Leaderboards
A number, a window, and somebody standing against it. Attainment is worked out the moment you open it, from deals already won and work already logged, so there is nothing sitting there going stale.
A personal target for the period
day 19 of 30Product figures from the platform’s own defaults - not customer averages
How it works.
Choose the measure, the number, the window
Revenue, deals closed, calls, mail, meetings booked or activity in total, set against a day, a week, a month, a quarter, a year, or two dates of your own choosing.
Progress is read, not filed
Opening a target queries what has actually happened inside its window. Nothing is entered by hand and nothing is written back overnight, so the figure cannot drift away from the records it came from.
Pace, not only the percentage
The same read gives how much of the window has gone, the rate achieved so far, and where that rate lands by the closing date. Behind on the second of the month is a different sentence from behind on the twenty-eighth.
The board counts targets, not turnover
Ranking awards a fixed hundred for each target met plus each target's own percentage capped at a hundred, so several modest targets consistently met outrank one enormous one half done. Revenue and deals closed are the two it scores.
One moment in every record.
Every record passes through the same seven. Goals & Leaderboards is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it toward a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
7 facts- Measures
- Ten: revenue, deals closed, calls, mail, meetings, activity in total, open pipeline value, conversion rate, new business and one you name
- On a target
- Any of the ten, with a number, a window, and a person or a team to hold it
- On the board
- Revenue and deals closed are what the ranking scores. The other eight carry a target without entering it
- Windows
- Daily, weekly, monthly, quarterly, yearly, or a pair of dates you set
- Pace
- Share of the window elapsed, rate so far, and where that rate finishes
- Aimed at a team
- Set on the target, and the figure is read across that team's records rather than one person's
- Money
- A currency sits on the target. Amounts are summed as they stand, never converted
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
More in Leads & Sales CRM
11 capabilitiesThe system of record the phone writes to directly - nothing to sync.
One row whether it is a person or a company. The half that matters on a floor: who holds this record right now, and what happens to it while nobody does.
Name the stages your floor actually argues about, color them and rate them hot, warm or cold. Six fixed categories keep last quarter comparable with this one.
The same source can never arrive spelled three ways. Ten come seeded and sealed, yours sit beside them, and renaming one carries every lead holding it.
The thing your business tracks that no CRM ships with. Eleven types on leads, deals, products and vendors, no migration to schedule and nobody to wait on.
Some of what you collect is not for everyone on the floor. Close a whole section once per profile instead of opening and shutting a hundred fields one by one.
Hand a list to a CRM role rather than a person and the question outlives whoever first asked it. A new hire opens the board instead of rebuilding it daily.
Ask the same question tomorrow and the list narrows the same way, because the server settles it. Eighteen operators, fitted to the kind of field they sit on.
Tick the rows and act on them now. A mixed selection never fails whole: the records you may not touch are skipped and counted, and the rest all go through.
Map the columns once and walk away. A file of any size is read a piece at a time, a failed row never stops the run, and a restart carries on where it stopped.
The same person landing on your list twice is what this stops. Checked on the email, then the phone, as the record is written, with no score to argue over.
Every exchange with this lead on one line: calls, voicemails, mail and text. A call lands on the right record by the number it reached, linked by nobody.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See goals & leaderboards on your own floor.
Thirty minutes, your numbers and your data. We will set goals & leaderboards up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included