Free goal templates
Sales goal examples that tell you if you're on track, not just how far you've come
Ten goals from the app, each one a number and a date: revenue, deals, new clients, savings, a distance to run, books to read. Copy them, or set one in ActivityTracker and see On track, At risk or Off track against the calendar.
- 10 goals
- A number and a date each
- On track, At risk or Off track
Ten goals, ready to set
The targets are the app's starting numbers. Change any of them when you set the goal.
Sales and business
The three numbers most sellers are measured on.
Revenue 2026$500,000 by 31 Dec 2026
Deals closed50 deals by 31 Dec 2026
New clients100 clients by 31 Dec 2026
Money, health and growth
The same idea away from work: one number, one date.
Savings goal$20,000 by 31 Dec 2026
Run 300 km300 km by 31 Dec 2026
Read 12 books12 books by 31 Dec 2026
For financial advisors
The yearly targets an advisor is measured on, and the two clubs a year of cases can reach.
FYC 2026$100,000 by 31 Dec 2026
First-year commission: what the year's new business pays you in its first year.
ANP 2026$300,000 by 31 Dec 2026
Annualised new premium: the yearly premium of the new business you close. In the app it can suggest a target from your last 90 days of closes.
MDRT4 milestones in 2026
Million Dollar Round Table membership, tracked as four milestones on the way.
- 25% of MDRT production
- 50%: halfway there
- 75%: final stretch
- MDRT qualified
Centurion4 milestones in 2026
A hundred cases in the year, tracked in steps of twenty-five.
- 25 cases
- 50 cases
- 75 cases
- 100 cases: Centurion
How "on track" is worked out
The app compares how far you are with how much of the time has gone. On 1 July, 50% of the year is gone, so a $500,000 goal expects about 50% by then.
| Revenue 2026 on 1 July | Done | The app shows |
|---|---|---|
| $230,000 | 46% | On track |
| $150,000 | 30% | At risk |
| $90,000 | 18% | Off track |
Within 10 points of where you should be is On track, within 25 is At risk, and further back is Off track.
How to use it in ActivityTracker
- 1Open Goals and press Add goal.
- 2Tap one of the goals under Quick start. It fills in the title, the number and the date.
- 3Change the number and the date to yours, and save it.
- 4Update the number as you go. The bar shows how far you are and whether you are on track.
Questions
Know by June whether you will hit it.
Book a walkthrough to see Goals in the app.