Set and Measure Sales Targets with Pronnel

In the sales world, setting and measuring targets is crucial for driving team success. If you want to track your sales team's performance on a monthly, quarterly, half-yearly, or yearly basis, Pronnel provides an effective and easy-to-use solution. In this tutorial, we will guide you through the steps to set up and measure your sales targets using Pronnel.

How to Set Up and Measure Sales Targets in Pronnel

Step 1: Determine Your Sales Target Frequency

Before diving into Pronnel, decide whether you want to track your sales targets monthly, quarterly, half-yearly, or yearly. This decision will guide how you set up your sales phases.

Step 2: Access Your Sales Pipeline Settings

  • Log in to your Pronnel account.
  • Navigate to your Sales Pipeline, where all your leads are managed.
  • Click on the Settings option, usually located in the top-right corner of the screen, to open the pipeline settings menu.

Step 3: Create Target Phases

  1. In the Settings menu, locate and click on the Phases option.

    In the settings menu, click on the 'Phases' option.

  2. In the Phases section, create your target phases. Each phase represents a specific time frame, such as a month, quarter, half-year, or year.

  3. For each phase, define a Start Date and an End Date to establish the period for your sales target.

    Define start and end dates for each phase.

  4. Once your phases are created, make sure to mark the current phase as active to begin tracking performance.

Step 4: Implement Monthly Targets

If you've chosen to set monthly targets, follow these additional steps:

  1. In the "Phases" menu, create individual monthly phases based on your chosen start and end dates.

    For each phase, provide start and end date

  2. Ensure that the current month's phase is marked as active, as this will be the period your sales team focuses on.

  3. At the end of each month, stop the current phase. This action will freeze the phase, allowing you to measure its performance.

  4. Move all the leads that have yet to be won or lost to the next month's phase, ensuring a clean transition.

    Mark a phase complete and transfer the in-progress leads to the next phase

Step 5: Measure and Analyze Your Sales Performance

With Pronnel's phase-based system, you can easily track your sales team's performance. Here's how to do it:

  1. You will now have a clear overview of how many leads your team has closed in a specific month or quarter.

  2. Analyze the performance of each phase to see what dollar-value deals your team has closed.

  3. You can track your team's progress over time, making it easier to evaluate their performance and make necessary adjustments.

Step 6: Team Engagement

Hence you have enabled and started the phases, your sales team needs to engage with them actively. The team should always select the current phase and start working on the associated targets. This ensures that everyone is aligned and working towards the same goals.

Conclusion

In conclusion, setting and measuring sales targets using Pronnel is simple and efficient. By following these steps, you can plan and track your sales team's performance on a monthly or quarterly basis. With the ability to create and manage target phases, Pronnel makes it easy to understand how many leads have been captured and what dollar-value deals your team has closed in a specific target month or quarter. This data will empower you to make informed decisions and keep your sales team on the path to success. Start using Pronnel today to take control of your sales targets and drive your team's performance to new heights.

Frequently Asked Questions About Sales Targets in Pronnel

What is Pronnel for sales targets?

A platform to organize, track, and measure sales activity and team performance.

Monthly vs quarterly targets?

Choose monthly for frequent assessment; quarterly for longer-term planning.

Where are pipeline settings?

Log in → open Sales Pipeline → click Settings (top-right).

What are target phases?

Defined time windows (month/quarter) used to set and measure targets.

How to create phases?

Go to Phases; add phases with start/end dates and mark the current one active.

How do monthly targets work?

Create monthly phases, stop at month-end, move in-progress leads to next month.

Can I change frequency later?

Yes. Update phases and dates to switch between monthly and quarterly.

How to measure performance?

Review closed leads and deal value per phase to assess results.

Team engagement best practice?

Ensure the team selects the current phase and aligns work to phase targets.

Is Pronnel for all business sizes?

Yes. It scales from small teams to large organizations.