Sales goals tracking
Know how far you are from this year's goal, before December.
See what's been paid this month, how many jobs it took and the average per job, against the goal you set for the year.
30 minutes. You choose the day and the time.
- This monthS$12,400, 2 jobs, S$6,200 eachGoal for the month: S$41,667
- This quarterS$96,300, 11 jobs, S$8,755 each
- This yearS$412,300, 47 jobs, S$8,772 eachGoal: S$500,000
- 1 cardJob done, no amountFlagged, so the total isn't short
Month end
The number you only find out at month end
In November you add up the year from the bank app and a spreadsheet. You're S$90,000 short, with six weeks left and the December holidays coming.
01The goal
Set one goal for the year, and see each month's share.
You want to know you're on track while there's still time to fix it. Set a yearly goal on the pipeline, and each month's share is a twelfth of it. Only the pipeline's owner can change it, so the number doesn't drift.
- One goal a year, per pipeline
- A month's goal is a twelfth
- Renovation jobsOne goal a year, for this pipeline
02What's come in
Track what's actually come in, job by job.
You don't want to add it up from the bank app again. The total reads the Amount paid field on each card, by its Date paid, and shows Received, Jobs and Avg per job for this month, quarter or year. A finished job with no amount on it is flagged, so the total isn't quietly short.
- Add Amount paid and Date paid fields once
- Month, quarter or year
- In S$
- Farid IsmailAmount paid, by Date paid 14 OctS$6,200
03What's open
See what's still open, and what it's worth.
If you're behind, the gap is in the deals still open. Above the board, a summary shows your open cards, what their deals are worth, your won rate, the average age of an open card and how many have gone stale. The stale ones are this week's follow-ups.
- Open cards and their value
- Won rate
- Average age and stale cards
- OpenCards still open, above the board9
04Weekly email
Get the numbers in your inbox every Monday.
You shouldn't have to log in to know where you stand. Build a dashboard from a template, and it can go by email each Monday to you and to anyone on your team who can see the pipeline.
- From a template
- Every Monday
- To whoever can see the pipeline
- DashboardBuilt from the Weekly sales KPIs template
And the rest
Small things that keep the number honest
Goes well with
Ready to stop adding it up by hand?
Bring this year's payments in a spreadsheet, and set the goal.
30 minutes. You choose the day and the time.
Before you set a goal
Worried the total will be wrong?
Because the total moves by itself. Each time someone fills in Amount paid on a card, the strip changes, and a finished job with no amount is flagged.
No. There's one yearly goal per pipeline, read from what's been paid. It's a goal for the business, not a quota for each person.
No. The goal counts Amount paid only. Open deals and their value show in the summary above the board.
Not yet. Every amount is in S$.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.