Targets and performance
Set targets by period and by person and track performance in a cockpit: how much is sold, how much should close, the gap to target, pipeline coverage and the team ranking.
- Targets by period and by person
- Commit and Best case forecast
- Ranking and period-over-period comparison
A clear target per person and period
Set goals by rep and cycle and everyone knows exactly where they need to land.
Two forecasts, one decision
Commit and best-case forecasts show the floor and the ceiling so you plan with realism.
See the gap before it becomes a problem
Gap to target and pipeline coverage reveal whether there’s enough funnel to hit the number.
A team energized by the ranking
The team ranking creates healthy visibility and pulls performance upward.
Coaching that turns into results
1:1s connect the individual conversation to real numbers so feedback is concrete.
Pipeline coverage and per-deal risk
Side-by-side period comparison
Foundation for 1:1 coaching and action plans
Hit target predictably
See the period forecast and what’s left to target, with per-deal risk and pipeline coverage.
Team management
Compare the team, spot who needs support and log 1:1 coaching plans.
- 1
Set targets by period and by person.
- 2
Track the commit and best-case forecast.
- 3
Monitor gap to target and pipeline coverage.
- 4
Run coaching 1:1s backed by the ranking.
A tight end of quarter
Gap to target and coverage show whether the current pipeline supports the close.
A forecast meeting with leadership
Present commit and best-case side by side and defend the number with evidence.
A rep below the curve
The 1:1 uses real data to turn the coaching conversation into an action plan.
How does setting targets per rep work?
You set a target per person and per period, and the cockpit tracks how much has been sold against that target.
What are the Commit and Best case forecasts?
Commit is the committed forecast (what should close) and Best case is the best-case scenario; together they show the floor and the ceiling to plan with realism.
How do I know if I'll hit the target before the period ends?
The cockpit shows the gap to target and pipeline coverage, revealing whether the current pipeline supports the close.
What is pipeline coverage?
It's the relationship between the open value in the funnel and what's left to reach the target, along with per-deal risk.
Can I compare performance across different periods?
Yes, the side-by-side comparison lets you track the team's progress period over period.
How does the team ranking work?
It compares every rep's performance and creates healthy visibility that pulls results upward.
Does it help prepare 1:1 meetings with the team?
Yes, the target, gap and forecast numbers become the concrete basis for the coaching conversation and action plan.
Do I need any special setup to get started?
Just set the targets per person and per period; the cockpit calculates the rest from the deals already in the CRM.
Is this included in the free plan?
Yes. It is free and you only pay for infrastructure usage above US$20 per month.