Manage targets

Create and edit performance targets for users, teams, periods, and revenue activities.

6 min readUpdated July 2026

Open targets

  • Open Performance, then Targets
  • Managers can create targets for reps or teams when permissions allow
  • Use date ranges that match your reporting rhythm
Video walkthrough placeholder showing the Targets page, create target form, user or team scope, metric selection, and target history.
Video: Manage targets
Video walkthrough placeholder showing the Targets page, create target form, user or team scope, metric selection, and target history.
Performance targets page showing target list, create target button, owner or team scope, metric, period, and progress.
Performance targets page showing target list, create target button, owner or team scope, metric, period, and progress.

Choose target types

  • Calls completed
  • Meetings booked
  • Contacts or leads contacted
  • Deals created or closed
  • Revenue or commission targets

Review history

  • Keep old targets for reporting context
  • Edit future targets rather than rewriting completed periods
  • Use team scope when coaching a group goal

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