Bitrix24 isn’t just the world’s most popular CRM with 8 million customers, it also has awesome sales goal tracking capabilities. Sales goals or sales quotas or sale targets are an essential tool that allow individual sales reps as well as sales team leaders to track current sales progress and see how close agents/departments/an organization are to their sales goals. This feature is called ‘sales target/sales plan’ in Bitrix24.
Bitrix24 CRM sales plan is extremely flexible. This means that you can first determine your sales goal for the entire organization. This is usually defined as a total monthly, quarterly or yearly sales volume. The company-wide goal is then broken down between individual sales managers. You can do so equally, or you can assign higher sales goals to senior sales managers with more experience.
An alternative way to set sales goal in Bitrix24 CRM is to define it as a number of closed deals for a specific period, which can be done easily. So if you are tired of tracking your sales goals in Excel and are ready to automatically track sales progress in real time, get your free Bitrix24 account now