Sales targets dashboard
View and create revenue targets for sales reps by month.
The sales targets dashboard lets you view all sales reps and the revenue targets assigned to them. You can expand any rep to see their targets by month and create new targets directly from this page.
Why the sales targets dashboard matters
- Centralized target management: see every rep's targets in one place without navigating to individual rep records
- Quick target creation: add new monthly revenue targets without leaving the dashboard
- At-a-glance structure: the expandable table makes it easy to scan reps and drill into the ones you care about
What you'll see
Sales rep table
A table listing every sales rep in your account:
| Column | What it shows |
|---|---|
| Sales rep | The rep's name |
| Username | The rep's login username |
| The rep's email address |
Click the expand icon on any row to reveal that rep's targets.
Targets detail table
When a rep row is expanded, a nested table shows their assigned targets:
| Column | What it shows |
|---|---|
| Target period | The month and year the target applies to |
| Target amount | The revenue goal for that period |
Creating a target
Click the Add target button at the top of the page to open a dialog with three fields:
| Field | What it does |
|---|---|
| Sales rep | Select the rep the target applies to |
| Target month | Choose the month and year for the target |
| Sales target | Enter the revenue goal as a dollar amount |
The target is saved immediately and appears in the rep's expanded detail table.
For related workflow documentation, see Sales targets in the Generate Sales section.