Creating and tracking sales goals
Introduction
Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™ provides tools that allow sales managers and sales representatives to see progress towards attaining the goals and take actions to meet those goals.
Transcript
In this lesson, you will learn how to create and monitor sales goals.
Log in to the Sales Automation application as a sales representative Noah Smith. In order to add a sales goal, first you need to add the time period to associate the sales goal with.
In the left navigation menu, click Time periods. A list of defined time periods is displayed. To add a new fiscal year, click Add time period.
The Add record dialog is displayed allowing you to enter the information associated with the new fiscal year.
With the FY 2025 period added to the Fiscal year list, add another period, this time for the first quarter of 2025.
Q1 2025 is now added to the Quarter list.
Next, you need to add the sales goal. In the left navigation menu, click Sales goals. The Sales goals landing page is displayed. In the Owner field, select Noah Smith. The sales goals for Noah Smith are displayed. At the top of the list, click Add sales goal.
The Create sales goal dialog opens. Enter the required information for the Q1 B2B revenue goal of 100000$ and click Submit.
The application displays Q1 for FY 2025 in the list on the Sales Goals page.
Sales goals give sales representatives and managers real-time visibility into the progress towards the goal. Sales goals allow for early identification and mitigation of under-performance. Sales representatives can monitor the progress towards their sales goals using the Sales quota attainment insight on their dashboards. The insight shows a rep's quarter-to-date sales alongside the quota.
Sales managers can drill down to see the progress of individual sales representatives in their teams. The sales goals are also displayed in the sales forecast for a given year.
You have reached the end of this demo. You now know how to create and track sales goals.
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