In this video, Dan showcases how one of our clients configured sales rep goals within Sage CRM to monitor monthly and annual performance.
The setup allows sales managers to define targets like number of opportunities, total quote value, and expected wins, all of which can be adjusted based on seasonality, too.
Each sales rep’s dashboard displays a simple red or green indicator to instantly show whether they’re on track. These goals are fully embedded into Sage CRM’s standard dashboards, making them part of the rep’s daily workflow.
A practical example of CRM customization that enhances visibility and accountability across teams.