To track your progress of calls, visits, emails and presentations, you’ll need to set the target amount of each activity you want to complete each day. To do this, click on the “Target Status” link at the top right area of the page. Then click “Set targets…”
Once you’ve clicked on “Set targets…” you’ll see the Edit Daily Activity Target page. To set your targets, simply type in the number of each activity you want to complete each day. Click “Save,” and your targets will be saved. If at any time you wish to edit the number of targets, just repeat the process and change the numbers of each activity. If you’re not sure how many of each activity you should be completing each day, use the “target setting wizard” to set your targets for you. Click on the blue link to get started.
The Target Setting Wizard will ask you how much you want to sell this year, the average value of a sale, how many calls, visits, emails and presentations it will take to close one sale, and your target time period. When you’ve entered in all the information, click the “Calculate” button.
After you’ve clicked “Calculate,” the wizard will tell you how many of each activity you’ll need to complete each day. Click finish, and you’re done! Your targets are set and you’re ready to start making sales.