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Performance Pulse

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Maria Herrell
Updated 3 days ago
What is Performance Pulse?
Performance Pulse is an analytics feature that enables you to track your sales performance across various revenue streams, teams, and individuals. 

It allows you to create custom “lanes” for each part of your business—such as product lines or territories—and set specific goals for each one. With Performance Pulse, you get clear, real-time insights into what’s working, what needs attention, and where to focus your efforts to hit your targets.

Before You Begin

  • Make sure you have admin access for this setup.
  • Decide how you want to segment your revenue streams (e.g., by product line, territory, or team).

Step 1: Create Performance Lanes
Performance Lanes represent your business’s revenue channels (brands, product lines, services, etc.).

Example Performance Lanes ďżź
  • Product Line
    Track sales for each major product your company offers (e.g., “Software Subscriptions,” “Hardware Devices”).
  • Territory
    Segment deals by geographic region, such as “North America,” “Europe,” or “Central America.”
  • Service Type
    Separate revenue streams by service, like “Consulting,” “Implementation,” or “Support Packages.”
  • Brand
    If your business manages multiple brands, create a lane for each (e.g., “Brand A,” “Brand B”).
  • Sales Channel
    Organize deals by the method of acquisition, such as “Direct Sales,” “Partner Sales,” or “Online Store.”
How to create Performance Lanes:
  1. Go to Account Settings.
  2. In the General tab, select Performance Lanes.
  3. Click + Add new lane.
  4. Enter a name for each lane and enable it for deals.

Step 2: (Optional) Make Performance Lane Required 
To ensure that every deal is tracked, make the Deal Performance Lane field a required field.

How to mark as required:
  1. In Account Settings, go to Data Entry and select Conditional Fields.
  2. Create a new rule or update an existing one that triggers when a deal is created or updated.
  3. Make the Deal Performance Lane required.

Click here for more information on Conditional Fields.

Step 3: Assign Performance Lanes to Deals
Ways to assign a Performance Lane:

  • Edit from the deal profile.
  • Assign a performance lane at deal creation.
  • When importing deals.

Step 4: Create Performance Pulse Goals
Performance Pulse Goals offers configurable visuals to help you delve deeper into your pipeline. You can track Performance Lanes across multiple territories, teams, or individuals to help you achieve your goals.

What you can see at a glance:
  • Who on your team is on track to meet their target?
  • What is or isn’t selling.
  • How are different business lines performing?
  • Where to focus to fulfill contracts and drive improvement.
Click here for more information on how to set up Performance Pulse Goals.

Need help? Contact support at [email protected].
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