Pipeliner CRM Phaenomena Guide Sales Target Tracking Pipelinersales Inc.

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1 Sales Target Tracking 05 Pipelinersales Inc.

2 Sales Target Tracking Learn how to set up Sales Target with Pipeliner Sales CRM Application. CONTENT. Setting up Sales Dynamic Target 3.. How do I define Target Period 3.. How do I set my Goal 4.3. How do I change Dynamic Target Type 5.4. How do I compare two Targets 6 Sales Target Tracking

3 . Setting up Sales Dynamic Target.. How do I define Target Period Pipeliner enables you swiftly monitor your sales effort in real-time based on pre-defined sales goals within the specific target period. Dynamic Sales Targets help keep you and your team focused on achieving your sales goals. To configure your target period, click on the OPTIONS icon in the upper-right corner of Pipeliner application. Pipeliner will open all options you can use to define view of your opportunities in sales pipeline. Click on the TARGET. Within the target settings, you can select from many pre-defined target periods up to your own custom period range. 3 Click on the drop-down menu of DYNAMIC TARGET PERIOD and select one. Pipeliner automatically adjusts your target on your sales pipeline according to your settings. 3 Sales Target Tracking. Setting up Sales Dynamic Target.. How do I define Target Period 3

4 .. How do I set my Goal Pipeliner helps you to stay focus on achieving your sales goals. By setting up your goal for a specific time period you can immediately act on your sales pipeline health. To set your target goal, click on the TARGET located in the middle of your sales pipeline in the right part of Pipeliner application screen. Pipeliner will open dynamic target with its period and goal. Click into the pre-defined field named GOAL and enter the value you would like to achieve for specific target period. Pipeliner automatically calculates the impact of opportunities values in your sales pipeline to your goal. Sales Target Tracking. Setting up Sales Dynamic Target.. How do I set my Goal 4

5 .3. How do I change Dynamic Target Type Pipeliner enables you to track different aspects of your sales pipeline value using four different dynamic target views. Pipeliner by default shows weighted dynamic target that calculates the pipeline value according to opportunities values and their position in sales step and its related probability of closure. To change dynamic target move your cursor on the TARGET located in the middle of your sales pipeline in the right part of Pipeliner application screen. Pipeliner automatically shows the blue icon on the top-left size of the target. Move your cursor over the blue CHANGE TARGET VIEW icon and click on it. Pipeliner automatically recalculates the target values based on the target type as follows: Weighted target sum of the opportunities values according to their sales step position (its percentage of probability) and target period date definition. Un-weighted target sum of the opportunities values according to the target date period definition. Real target sum of the closed won opportunities values. Balanced target sum of the opportunities values according to their rankings and their sales step position. Sales Target Tracking. Setting up Sales Dynamic Target.3. How do I change Dynamic Target Type 5

6 .4. How do I compare two Targets Pipeliner pre-defined role based profiles, with custom filter and view settings, allow you to, quickly and selectively produce the information you need, when you need it and with speed. To save your dynamic target under one profile, click on the OPTIONS icon in the upper-right corner of Pipeliner application. Pipeliner will open all options you can use to define view of your opportunities in sales pipeline. Configure your dynamic target under DYNAMIC TARGET VIEW. Pipeliner enables you to overwrite your currently selected profile or create new according to your current options settings. 3 Click on SAVE button to over-write current profile 3 4 Create a new profile Configure the target to fit your needs. Click on arrow next to SAVE button and select SAVE AS to create new profile. 4 TIP: To activate any profile just click on the profile within the profiles list and Pipeliner automatically loads all its options settings. Sales Target Tracking. Setting up Sales Dynamic Target.4. How do I compare two Targets 6

7 The information contained in this document represents the current view of Pipelinersales Inc. on the issues discussed as of the date of publication. Because Pipelinersales Inc. must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Pipelinersales Inc., and Pipelinersales Inc. cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. PIPELINERSALES INC. MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Pipelinersales Inc. Pipelinersales Inc. may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Pipelinersales Inc., the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Visit us and learn more! 05 Pipelinersales Inc. Microsoft Office, Microsoft Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

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