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How do I set sales targets?
How do I set sales targets?

What are targets used for?

Keri Byrne avatar
Written by Keri Byrne
Updated over a week ago

How do I set targets?

Set targets in Settings > Set targets.

You can set them by pipeline, year and per sales rep.

Can't find this in your settings?
Ask your team admin to set your targets or make you an admin.

Looking to change the target currency?
Head to Settings > Regional settings.

What are targets used for?

Targets are used in the insights dashboard for things like expected revenue, leaderboard quota per rep and closing % per rep.

Find out more on how the insights work here, or if you prefer to learn by video, here .

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