Targets by level
Business, branch and person.
Set monthly targets by branch and person, see forecast against target with commit and best case, and turn your sales SOP into pipeline stages and checklists.
Included on GrowthSales target tracking compares what your team has closed and expects to close against the goal for the period, by person and branch. salestrack shows committed and best-case forecasts and the gap, so you know mid-month whether you will hit the number.
Business, branch and person.
Two honest forecasts, plus the gap.
Your process becomes the pipeline.
What must happen before a deal moves.
Deals that stopped moving surface first.
See the money at every stage.
Set a monthly target for the business, each branch and each person, in revenue or deals. Progress updates as deals are won, and the forecast shows where the month is heading.
Committed counts the deals your team has marked as likely to close this month; best case adds the rest of the open pipeline. The gap tells you how much more you need to find.
Each pipeline stage can have a checklist: what must happen before a deal moves on. New hires follow the process from day one and managers see where it breaks.
Each role sees what it needs. Pick a role.
Forecast against target by branch, updated every day.
Switch between a typical week without salestrack and the same week with it.
Monthly, by branch and person.
Your SOP as pipeline stages.
What must happen at each stage.
Commit, best case and gap.
Yes, as well as per branch and for the whole business.
From open deals by stage: committed counts deals marked as likely, best case adds the rest of the open pipeline. [CONFIRM: forecast logic wording]
Yes. Each pipeline has its own stages and checklists.
Yes — see our blog for a free SOP template you can copy into salestrack.
A sales standard operating procedure is the agreed set of steps your team follows for every lead, from first reply to close. In salestrack it lives in pipeline stages and checklists.
Yes. Choose revenue or number of deals.
Yes. Set branch targets and compare progress in the branch report.
Targets, forecast and stage checklists are on Growth.
More questions? Email info@salestrackcrm.com or WhatsApp +91 80860 14345.