Sales goals by amount

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!

Actualizado el: 01/12/2025