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DocsGoals & Quotas Overview
Track revenue targets and sales quotas
Overview
Goals help your team stay focused on targets and measure progress toward key objectives.
The Goals module lets you define measurable targets for individuals and teams. Whether you are tracking revenue, counting deals closed, or measuring activity volume, goals give everyone clear targets to work toward and real-time visibility into progress.
What Goals Track
The types of objectives you can measure with goals.
- Revenue Targets— Set monetary goals for closed-won revenue. Track how much revenue each team member or the entire team has generated against a target amount for a given period.
- Activity Counts— Set goals for the number of activities completed (calls made, emails sent, meetings held). Activity goals encourage consistent outreach and help maintain sales momentum.
- Deal Counts— Set goals for the number of deals closed (won). Deal count goals are useful when deal sizes vary and you want to focus on closing volume rather than total revenue.
Goals List
The goals page displays all defined goals and their current status.
The goals list shows each goal as a row with key details visible at a glance. Use this view to monitor progress across your team and quickly identify goals that are on track, at risk, or behind.
Columns
- Name — The goal name describing what is being tracked.
- Target — The target value to achieve (e.g., $100,000 in revenue or 50 deals).
- Progress — Current progress toward the target, shown as both a number and a percentage.
- Period — The time period for the goal: monthly, quarterly, or annual.
- Assigned To — The user or team the goal is assigned to.
Progress Visualization
Visual indicators show how close each goal is to completion.
Each goal displays a progress bar that fills as progress is made toward the target. The bar uses color coding based on attainment percentage to provide an instant visual signal of goal health.
Color Coding
- Green — On track. Progress is at or above the expected pace for the current point in the period (typically 75% or more of the target relative to time elapsed).
- Yellow — At risk. Progress is behind the expected pace but still achievable with increased effort (typically 50–74% of the expected pace).
- Red — Behind. Progress is significantly behind the expected pace (below 50% of the expected pace). Immediate attention is needed.
- Blue — Exceeded. The goal has been surpassed, with progress above 100% of the target.
Leaderboard Connection
Goals feed into the leaderboard for team-wide visibility.
Goal progress is reflected on the leaderboard, which ranks team members by their attainment percentage. The leaderboard provides a competitive, transparent view that motivates the team and celebrates top performers. Managers can use the leaderboard during team meetings to review standings and discuss strategies.
- Ranking — Team members are ranked by goal attainment percentage, highest first.
- Multiple goals — If a user has multiple goals, the leaderboard can display individual goal progress or an aggregated score.
- Period filtering — Filter the leaderboard by period (monthly, quarterly, annual) to match the goals being tracked.