Set sales targets

Choose who and when

1. Open Settings → Sales → Targets.
2. Choose Team-wide or select a salesperson. If a linked salesperson has targets across multiple workspaces, choose Unified (across tenants) for a shared total or This tenant only for a separate target.
3. Select the month the targets should start.
4. Turn Rolling on to carry the targets forward, or turn it off to apply them only to the selected month.

Set metrics and verify

Choose the metrics to track and enter the target value for each. Select Save targets. Reopen the same month and person or team to confirm the values. For a rolling target, check a later month as well. Review performance against the targets in Sales Management → Performance.