Linked levels
Company, sales head, manager and rep targets that add up, so nobody’s share is lost or double counted.
Sales target tracking
Sales target tracking: company to rep, live
Sales target tracking means setting a target for the company, splitting it across the sales hierarchy, and showing everyone — from the owner to each rep — how much is achieved and how much pipeline is left to close it, while the month is still running.
Targets kept in a spreadsheet are seen at the start and end of the month. Targets that are visible every day change what people work on.
What to look for
Flexible splitting
Heads can distribute their target or keep part of it as their own.
Achieved from real data
Won deals and value update the score automatically — no manual updates.
Pipeline against target
Open and weighted pipeline next to the gap, so you know whether the month can still be made.
Visible to everyone
Reps see their own number and the team’s; managers see every person.
By product
Revenue and pipeline split by product, for teams that sell more than one thing.
How Cheetah does it
Cascading targets
Set the company target; sales heads split it across managers and reps or keep a share; every level rolls up.
Live progress
Target versus achieved for the company, each team and each person, on the web and in the rep app.
Pipeline and forecast
Open pipeline and weighted forecast next to every target, so the gap is clear.
Revenue by product
Won and open value by product for the organisation and for each user.
Related: Field sales CRM · Lead management software · CRM for small business · Compare CRMs · Industries
Questions people ask
What is a weighted pipeline?
Each open deal’s value multiplied by the chance of winning it at its stage. It is a more realistic forecast than the total pipeline.
Can reps see the company target?
In Cheetah, yes: everyone sees their own target, their team’s and the company’s, with achieved values.
Can a sales head keep part of the target?
Yes. Heads can distribute their target to managers and reps or keep a share as their own.
See Cheetah with your team in mind.
Free trial on every plan. We set up your industry template and import your data from Excel.