You can set up goal tracking to monitor the performance of teams, team members, and groups. You define goals for sales revenue and won deals and then analyze the reports available in Sell to assess the performance against those goals.
This article covers the following topics:
Setting performance goals
In Sell, you can define two performance goals: Sales Revenue and Won Deals.
Sales Revenue - This goal represents the total revenue target to achieve in a time period. Each time a deal is won, meaning that it has been moved to the won stage in the sales pipeline, the deal's value toward the overall sales revenue goal is calculated.
Won Deals – This goal represents the deal volume target, the number of deals to close (moved to the won stage), in a time period.
Admins can define performance goals for everyone, non-admins can define performance goals for themselves and their subordinates.
To enable sales performance goals
- Click the Settings icon (), then go to Manage > Sales Goals.
- For both Sales Revenue and Won Deals, click Enable and then
define each goal.
You can set a specific goal for each user. You can also filter the list of users. The changes you make to the goals are automatically saved.
- By default, the resolution period is set as monthly. If you want to change it,
click Change Period, select a new period, then click Next. Note
that changing the resolution period after you've set up your goals results in a
complete reset of the goal data (in other words, the tracking starts over
Your sales revenue and won deals performance are now being tracked.
Tracking goal performance
You can monitor individual, team, and group goals performance by viewing the Revenue Goal Attainment widget and report on your Sell dashboard or by refering to the Sales Goals and Won Deals Goals reports.
Revenue Goal Attainment on your Sell dashboard provides you with a summary of the overall performance towards a revenue goal that you've defined within a specified time period. Click into the summary to see a more detailed view that you can filter by time period, individual team members, and teams.
The Sales Goals and Won Deals Goals reports are on the Reports page under Goals.
You can filter both reports by time period, groups, teams, and users.
In both reports green indicates goal achievements, and red indicates falling behind. The goal progress bar/flag shows you exactly at what percentage you are towards achieving the overall goal.
Is there a way to add a second set of goals? Our sales team works on 2 business units 1) recurring services & 2)on-call or purge services. The two categories have 2 different annual goals. Reporting would not be effective to simply combine them.
Thank you for your message.
Adding another set of goals is currently not possible. In our community, I found a similar request that was posted there, Better sales goals. Please consider upvoting and/or adding your case so that our product managers can assess the need for the implementation.
It would be best if Zendesk Sell allows us to track other sets of goals, and not necessarily the "Deal Value" figure which is currently not useful for us. We have created a custom field that collects the actual sales figure to track against our main goal. This should be an essential feature to add to Sell. Otherwise, we are not deriving any value from the "Sales reporting" feature at the moment.
Is it possible to add the Goals to Explore for customized reports? Or alternatively pull the report from the main dashboard to my Explore dashboard?
Unfortunately, goals are not part of Metrics and attributes for Zendesk Sell. Therefore, you can only access it on the default sell report.
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