Goals is a performance management feature within the ForceManager (Sage Sales Management) platform that allows organizations to define, assign, and monitor sales objectives. It supports quantitative and activity-based goals linked to sales processes, pipeline metrics, and individual responsibilities. The feature provides structured visibility into progress against targets, enabling managers to evaluate performance consistently and sales representatives to understand expectations clearly. Goals are aligned with real CRM data, ensuring that measurements reflect actual activities and results.

Key Features

Goal Definition and Assignment

Supports structured target setting.

• Define individual, team, or company-level goals
• Assign objectives by role or user

Multiple Goal Types

Measures performance across different dimensions.

• Revenue and pipeline-based goals
• Activity and execution-based goals

Real-Time Progress Tracking

Continuously evaluates goal achievement.

• Automatic updates based on CRM data
• Clear visibility into current status

Alignment with Sales Activities

Connects goals to daily execution.

• Goals linked to opportunities and activities
• Performance reflects real sales behavior

Manager and Sales Visibility

Provides transparency across roles.

• Managers monitor team performance
• Sales reps track their own objectives

Benefits

Clear Performance Expectations

Defines measurable objectives.

• Reduces ambiguity around targets
• Aligns teams on priorities

Improved Sales Accountability

Links results to individuals and teams.

• Objective-based performance evaluation
• Data-driven discussions and reviews

Better Managerial Control

Supports proactive performance management.

• Early detection of underperformance
• Ability to adjust focus and priorities

Motivated Sales Teams

Makes progress visible and tangible.

• Clear understanding of achievements
• Encourages consistent execution

Reliable Performance Measurement

Uses real CRM data as the basis.

• Avoids manual tracking and spreadsheets
• Consistent metrics across the organization