UI UPDATE: Sales Goals gets an upgrade

Modified on Tue, 12 Oct, 2021 at 12:25 PM

Every business sets its own goals, and it's not always about revenue. So Starting 5th October 2021, our Sales Goals feature becomes more adaptable for your kind of business.

  • Sales goals is being renamed as "quotas", and will be moving into the Sales Forecast section on the left nav bar
  • In addition to revenue or number of won deals, Quotas can now be set for any metric you would like to keep track of. You can create a custom number field and use it as a quota.

This change will be visible in the following places


Profile Settings to Sales Forecast

Sales Goals is moved from Profile Settings to Sales Forecast



Sales Goals overlay


Sales Goals is renamed to Quota in the sales goals overlay page





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