In the sales world, setting and measuring targets is crucial for team success. If you want to track your sales team's performance on a monthly or quarterly basis, Pronnel provides an effective solution. In this tutorial, we will guide you on how to set up and measure your sales targets using Pronnel.
Before diving into Pronnel, you must decide whether your sales targets are monthly or quarterly. This decision will influence how you set up your sales phases.
In the settings menu, locate and click on the "Phases" option.
Here, you will have the opportunity to create your target phases. A phase represents a specific period, such as a month or a quarter.
For each phase, provide a start date and an end date, defining the time frame for that particular target period.
After setting up your target phases, remember to mark the current phase as active.
If you've chosen to set monthly targets, follow these additional steps:
In the "Phases" menu, create individual monthly phases based on your chosen start and end dates.
Ensure that the current month's phase is marked as active, as this will be the period your sales team focuses on.
At the end of each month, stop the current phase. This action will freeze the phase, allowing you to measure its performance.
Move all the leads that have yet to be won or lost to the next month's phase, ensuring a clean transition.
With Pronnel's phase-based system, you can easily track your sales team's performance. Here's how to do it:
You will now have a clear overview of how many leads your team has closed in a specific month or quarter.
Analyze the performance of each phase to see what dollar-value deals your team has closed.
You can track your team's progress over time, making it easier to evaluate their performance and make necessary adjustments.
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.
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.
Pronnel is a sales management tool that helps you organize, track, and measure your sales activities. It's an efficient platform for managing your sales pipeline and ensuring your team meets its targets.
The choice between monthly and quarterly targets depends on your business objectives and the nature of your sales. If you prefer frequent assessment and goal adjustments, go for monthly targets. If you require longer-term planning, opt for quarterly targets.
To access your sales pipeline settings in Pronnel, log in to your account, navigate to your sales pipeline, and click on the "Settings" option, typically located in the top-right corner of the screen.
Target phases are specific periods, such as months or quarters, during which you set and measure your sales targets. They help you organize your sales efforts and track your team's performance effectively.
In the "Phases" section of your Pronnel settings, you can create target phases. Just define the start and end dates for each phase to specify the time frame for your sales targets.
If you've selected monthly targets, you will create individual monthly phases and mark the current month as active. At the end of each month, you'll stop that phase and move any remaining leads to the next month's phase for a fresh start.
Yes, you can adjust your target frequency in Pronnel settings. Just modify your phases and update the start and end dates to align with your new target frequency.
Pronnel's target phases allow you to track the number of leads captured and assess the dollar value of deals closed during a specific month or quarter. This data provides valuable insights into your team's performance.
It's crucial to ensure that your sales team selects the current phase in Pronnel and actively works on the associated targets. This alignment keeps everyone on the same page and working towards the shared goals.
Pronnel is designed to be scalable and adaptable to businesses of all sizes. Whether you have a small sales team or a larger one, you can use Pronnel to effectively set and measure your sales targets and optimize your sales processes.