Performance Pulse Goal

Performance Pulse Goals are a way to track your sales pipeline activity. There are a number of different ways to use this tool and it may take a few tries to find the unique combination that fits into your business. For example, you may choose to track annual Performance Pulse Goals for a specific service, and you may also find a seasonal goal is a better fit for a specific product brand. Performance Pulse Goals are designed to help you get to a level of granularity that makes sense for you. In the following sections, we’ll walk through a few more examples of how you can begin to think through the different filtering capabilities of Performance Pulse Goals.

Performance Pulse Goal Filters

PULSE

Is my company on track to hit our goals for each product or service we sell? 

After you select a goal, the Pulse view will show you all of your sales broken out into each of your “performance lanes” however you categorize your business—by product lines, manufacturers, service offerings, etc. If you click on a lane, it will show how much each of your teams has sold in that lane. 

TEAM

Are my sales teams on track to hitting their goals for each product or service? 

Your team view allows you to focus on the progress made by a single team. This allows you to hold teams accountable in each sales category, or highlight potential areas for expansion.  

TEAM MEMBER 

Are my sales reps on track to hitting their goals for each product or service? 

To easily check in on individuals’ progress, use the Team Member view. In this view, you can see how much progress each person has made in all lanes where they have sales goals. 

LANE

You can also view a breakout of individual contributions towards a lane’s progress, which can help you spotlight coaching opportunities or individuals who excel at selling in a specific lane.  

Next: Performace Pulse Set Up