Pipeliner CRM Principia Guide

Sales Target Tracking

© 2015 Pipelinersales Inc. www.pipelinersales.com

CONTENT

1. Setting up Sales Dynamic Target 3

1.1. How do I define Target Period 3

1.2. How do I set my Goal 4

1.3. How do I change Dynamic Target Type 5

1.4. How do I compare two Targets 6

Sales Target TrackingLearn how to set up Sales Target with Pipeliner Sales CRM Application.

PIPelIneR CRM PRInCIPIa GuIDe

2Sales Target Tracking

1.1. How do I define Target PeriodPipeliner enables you swiftly monitor your sales effort in real-time based on pre-defined sales goals within the specific target period. Dynamic Sales Targets help keep you and your team focused on achieving your sales goals.

Sales Target Tracking › 1. Setting up Sales Dynamic Target › 1.1. How do I define Target Period

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1. Setting up Sales Dynamic Target

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DESCRIPTION

1 To configure your target period, click on the OPTIOnS icon in the upper-right corner of Pipeliner application. Pipeliner will open all options you can use to define view of your opportunities in sales pipeline.

2 Click on the TaRGeT. Within the target settings, you can select from many pre-defined target periods up to your own custom period range.

3 Click on the drop-down menu of DYnaMIC TaRGeT PeRIOD and select one. Pipeliner automatically adjusts your target on your sales pipeline according to your settings.

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1.2. How do I set my GoalPipeliner helps you to stay focus on achieving your sales goals. By setting up your goal for a specific time period you can immediately act on your sales pipeline health.

Sales Target Tracking › 1. Setting up Sales Dynamic Target › 1.2. How do I set my Goal

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DESCRIPTION

1 To set your target goal, click on the TaRGeT located in the middle of your sales pipeline in the right part of Pipeliner application screen. Pipeliner will open dynamic target with its period and goal.

2 Click into the pre-defined field named GOal and enter the value you would like to achieve for specific target period. Pipeliner automatically calculates the impact of opportunities’ values in your sales pipeline to your goal.

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1.3. How do I change Dynamic Target TypePipeliner enables you to track different aspects of your sales pipeline value using four different dynamic target views. Pipeliner by default shows weighted dynamic target that calculates the pipeline value according to opportunities values and their position in sales step and its related probability of closure.

Sales Target Tracking › 1. Setting up Sales Dynamic Target › 1.3. How do I change Dynamic Target Type

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DESCRIPTION

1 To change dynamic target move your cursor on theTaRGeT located in the middle of your sales pipeline inthe right part of Pipeliner application screen. Pipelinerautomatically shows the blue icon on the top-left sizeof the target.

2 Move your cursor over the blue CHanGe TaRGeT VIeW icon and click on it. Pipeliner automatically re-calculates the target values based on the target type as follows: › Weighted target – sum of the opportunities

values according to their sales step position (its percentage of probability) and target period date definition.

› Un-weighted target – sum of the opportunities values according to the target date period definition.

› Real target – sum of the closed won opportuni-ties values.

› Balanced target – sum of the opportunities values according to their rankings and their sales step position.

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1.4. How do I compare two TargetsPipeliner pre-defined role based profiles, with custom filter and view settings, allow you to, quickly and selectively produce the information you need, when you need it and with speed.

Sales Target Tracking › 1. Setting up Sales Dynamic Target › 1.4. How do I compare two Targets

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DESCRIPTION

TIP: To activate any profile just click on the profile within the profiles list and Pipeliner automatically loads all its options settings.

1 To save your dynamic target under one profile, click on the OPTIOnS icon in the upper-right corner of Pipeliner application. Pipeliner will open all options you can use to define view of your opportunities in sales pipeline.

2 Configure your dynamic target under DYnaMIC TaRGeT VIeW. Pipeliner enables you to overwrite your currently selected profile or create new according to your current options settings.

3 Click on SaVe button to over-write current profile

4 Create a new profile › Configure the target to fit your needs. › Click on arrow next to SaVe button and select

SaVe aS to create new profile.3

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