See Who Is Closing Deals And Not Just Chasing Them
Sales is the backbone of your organization. When their goals are aligned, the entire company moves forward. Our goal tracking software ensures your team, managers, and leadership are all on the same page. Working toward one shared goal: your organization’s success.
Trusted By Those Who Believe In Changing The World
What Goal Management Helps You Achieve
Goal Configuration
Easily define and assign measurable goals at the company, team, or individual levels through a centralized, configurable admin panel.
Multi-Metric Targets
Assign monthly targets to employees based on the three critical sales metrics: qualified lead count, deal amount, and collection amount.
Progress Monitoring
Monitor the live progress of all the goals across the organization with clear visual indicators showing targets that are achieved, pending, or actively progressing.
Performance Summaries
Access summarized goal performance categorized by departments, teams, or individual contributors to identify strengths, gaps, and focus areas quickly.
Deal Leaderboards
Utilize a visual ranking dashboard that ranks owners based on the total deal value secured.
Transform The Way Your Team Sets, Tracks, and Achieves Sales Targets
How Goal Tracking Transforms Sales Performance
Set Sales Goals That Matter
Managers or admins define individual, team, or organization-level sales goals, including metrics like leads, deals, collections, and revenue targets.
Everyone starts with clear, measurable objectives aligned to business strategy, no ambiguity, and no scattered targets.
Track Progress In Real Time
CollabCRM automatically pulls data from your Sales & CRM module by tracking lead conversions, deal closures, collections and invoice updates.
No manual entries or spreadsheets. Every update reflects actual CRM activity, ensuring accuracy and saving hours of admin work.
Visualize Performance Across Levels
Reps, managers, and leaders view performance dashboards tailored to individual progress, team alignment and organization-wide insights.
See who’s on track, who’s behind, and which deals need focus. Leaderboards and visual analytics keep teams motivated and accountable.
Analyze Trends and Take Action
Goal tracker translates progress into trends like deal-winning rates, qualification ratios, and goal achievement over time.
Spot patterns early, refine sales strategies, and make data-driven decisions that improve conversion rates and revenue consistency.
Benefits Of Our Goal Management Software
When it comes to empowering your sales team, results matter. If you are looking for Sales CRM software with a robust goal management tool built in, CollabCRM is the ideal choice. It helps your team stay aligned, accountable, and focused on what drives revenue.
Real-Time Goal Visibility
Gain instant insights into how an individual, team, and business unit are performing against their targets, all in one unified dashboard. No more manual spreadsheets or chasing updates.
Configurable Sales Matrix
Unlike a strategic tracker, CollabCRM lets you define and monitor custom sales KPIs from deal value to lead qualification rates. Tailored specifically to your business goals.
Multi-Level Performance Tracking
Track progress from three key perspectives: self, team, and organization. It’s not just about numbers; it’s about understanding contribution at every level.
Smart Surplus & Shortfall Insights
Get automatic shortfall/surplus calculations that reveal where a performance gap exists. You can act swiftly in that case and redirect efforts efficiently.
Trend Analysis for Smarter Forecasting
Visualize historical trends across leads, deals, and revenue to identify winning patterns and optimize your future sales strategies.
Competitive Team Leaderboards
Motivate sales reps with leaderboard insights showing deal value by owner. Encourage healthy competition that fuels productivity.
Multi-Business Unit Support
Manage sales performance across different teams, locations, or brands and compare them effortlessly under one system.
You Can’t Manage What You Can’t See
How Goal Tracking Works For Different Stakeholders
Who It Empowers
Employees
Managers
Business Owners
View and track personal sales targets and see daily progress on leads, deals, and collections
Instantly know where you stand, your goals achieved, pending, and shortfall areas.
Stay motivated with leaderboards and clear visibility of your performance trends.
Define team goals and monitor progress in real time.
Identify top performers and underperformers through visual dashboards.
Spot bottlenecks early with deal-winning rate and qualification insights.
Get a 360-degree view of sales performance across teams and business units
Analyze achieved vs remaining goals to forecast revenue accurately.
Make informed, data-backed decisions to align sales efforts with business growth.
Understand Your Sales At A Glance
FAQs on CollabCRM's Goal Tracking Tool
How does CollabCRM’s Goal Tracking differ from standard goal-setting tools?
Unlike traditional tools that only record targets, CollabCRM directly integrates with your Sales & CRM data. It automatically tracks progress on leads, deals, and collections in real time, giving you actionable insights instead of static reports.
Can it support multi-level goal setting for individuals, teams, and departments?
Yes. You can configure goals at every level: individual, team, or organization, and compare performance across multiple business units within a single dashboard.
Does it require third-party integrations to track progress and KPIs?
No. CollabCRM’s Goal Tracker is natively built into the CRM ecosystem. It automatically collects, maps, and visualizes all sales metrics without external dependencies.
How does CollabCRM help sales leaders identify underperforming areas?
Through shortfall/surplus analytics, performance summaries, and trend graphs. Leaders can instantly see where the team lags behind and take corrective actions using real-time data.
Can business owners compare performance across different regions or business units?
Yes. CollabCRM supports multiple business units, allowing you to monitor and compare sales goal achievements across geographies, departments, or verticals.
How does CollabCRM motivate sales teams beyond tracking numbers?
The built-in leaderboard feature promotes healthy competition by showcasing top performers and their achievements, helping teams stay engaged and goal-focused.
What kind of insights does the tool provide for revenue forecasting?
CollabCRM analyzes deal trends, close rates, and lead qualification ratios over time. This helps leaders forecast revenue more accurately and plan future sales targets based on performance patterns.
Is Goal Tracking scalable for growing sales teams or large enterprises?
Yes. CollabCRM’s infrastructure supports teams of all sizes, from small sales units to multi-division enterprises. You can easily expand user access, reporting hierarchies, and goal configurations without extra integrations.
