Setting Sales Performance Goals in Zendesk Sell
How do I set sales performance goals in Zendesk Sell?
To set sales performance goals in Zendesk Sell, you need to define targets for Sales Revenue and Won Deals. Admins can set goals for everyone, while non-admins can set goals for themselves and their subordinates.
To enable these goals, click the Settings icon, navigate to Manage > Sales Goals, and click Enable for both Sales Revenue and Won Deals. You can then define specific goals for each user and filter the list of users. Remember, changes are saved automatically. By default, the resolution period is monthly, but you can change it by clicking Change Period. Note that changing the period resets the goal data.
For more details, check the originalZendesk article.
More related questions
Can I track sales goal performance in Zendesk Sell?
Yes, you can track sales goal performance in Zendesk Sell using the Revenue Goal Attainment widget and reports. These tools help you monitor individual, team, and group performance. The Revenue Goal Attainment widget on your Sell dashboard provides…
Is it possible to set company-wide sales goals in Zendesk Sell?
Currently, setting company-wide sales goals in Zendesk Sell is not possible. Sales goals can only be defined for individual performance by admins or for themselves and their subordinates by non-admins. If you wish to suggest this feature for future…
Can I add a second set of sales goals in Zendesk Sell?
Adding a second set of sales goals in Zendesk Sell is currently not possible. The platform only supports one set of goals for Sales Revenue and Won Deals. If your sales team works with different business units or categories, you might find this…
How can I change the resolution period for sales goals in Zendesk Sell?
To change the resolution period for sales goals in Zendesk Sell, you need to access the Sales Goals settings. By default, the resolution period is set to monthly. To modify it, click Change Period, select a new period, and then click Next. Be aware…
Can I integrate sales goals with Zendesk Explore for custom reports?
Unfortunately, sales goals are not part of the metrics and attributes available in Zendesk Explore. This means you cannot directly integrate sales goals into custom reports in Explore. You can only access sales goals through the default Sell…
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