Articles on: Sales

Sales goals by amount

In Handy, you can create sales goals to track your users' progress. These sales goals can help you manage your company's objectives as well as give high-performing users bonuses or recognition.

Go to Reports and goals, then click on Goals by amount:

You can filter sales goals weekly or monthly. You can also see which users have goals and which don't.

Make sure to click on Save when creating new goals.

Once you've applied the filters of your interest, you can click on a goal to edit the amount set for the goal or edit the time frame to accomplish the goal.

Your salespeople won't be able to have more than one goal for the same time period. A single user can't have two goals the same week or the same month, but they can have a weekly goal and a monthly goal at the same time.

Finally, to delete a goal, select it, then click on edit, and click on the Delete icon:

Your mobile users will be able to see their progress on their goals from their mobile app. They'll need to click on Activity, then click on Sales goals:

Send us a message in the chat if you have any questions!

Updated on: 11/07/2025

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