Setting a Goal on margin

CRM & Sales Dashboards & Reporting
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1

Hi there,

We want to set our goals based on margin on closed-won deals. I have been looking for this option but either can’t find it or it isn’t available.

So goals is Margin instead of Revenue.

As an example:

Sales Manager A has a goal of 100.000

Sales Manager A has a won deal of 100.000 Revenue

Sales Manager A has a won deal of 30.000 margin

So now Sales Manager A sees his goal % increaed by 30% and has 70% still to reach,

As simple as that :slightly_smiling_face:

Any suggestions?

2

Hi @RvanderEerden,

Thank you for reaching out.

I want to invite some of our experts here - @himanshurauthan, @HubDoPete, @Edyta7510 - Do you have any advice for @RvanderEerden?

Thank you!

Best,

Kristen