Connect
Clear targets, fair and visible results.
Set revenue targets for each person, define multi-level target rules, and evaluate performance period by period, with leaderboards that keep the team motivated.
- Personal sales targets
- Multi-level target rules
- Leaderboards
What you can do with Sales Targets & Performance.
Set sales targets, score performance and run leaderboards.
My Targets
Each person sees their target for the period, what they have won so far and how far there is to go.
Target rules
Configure multi-level revenue target rules, such as minimum, target and stretch levels.
Metrics
Create reusable measures for targets, such as revenue won or activities completed.
Performance evaluations
Score each person against their rules for a period and see target achieved, minimum achieved or missed.
Leaderboards
Track quota attainment across the team with leaderboards.
Field visits & HR data
Field-visit counts from Inai Trace feed target metrics, and Sapiens HRMS integration syncs your employees.
Performance everyone can see and trust.
Targets are measured from real won deals and activities in the CRM, so results are calculated the same way for everyone.
- Target achieved, minimum achieved and missed at a glance
- Average result across all evaluations
- Leaderboards for healthy competition
- Connected to Sapiens HRMS for team data
Sales Targets & Performance, step by step.
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1
Define metrics
Choose what you will measure.
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2
Set targets
Assign target rules to each person.
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3
Track
Everyone sees progress against their target.
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4
Evaluate
Score each period and recognise the best performers.
Sales Targets & Performance questions, answered.
Can targets have more than one level?
Yes. Target rules can have several levels, such as a minimum and a full target.
What can targets be based on?
Targets use metrics you define, such as revenue won, and can include field-visit counts from Inai Trace.
Does it connect to our HR system?
Yes. Inai Connect can sync employees from Sapiens, the inaivia HRMS.
Explore other Connect modules.
Every module works on the same customer record, so sales, marketing and service see the whole story.
See Sales Targets & Performance in action.
Book a free Connect demo and we will walk you through sales targets & performance using scenarios from your business.