Set Sales Goals by Currency or Quantity

Goal targets in Sales Planning now support both currency-based and quantity-based metrics, letting you set targets the way your team actually measures them.

Where

Plan Home, when creating or editing goals through the Manage Goals modal.

How

Open Manage Goals from Plan Home and choose whether the goal is measured by a currency amount (for example, revenue) or by a quantity (for example, units or deals). Enter the target value for each owner as usual.

Why

Previously goals leaned toward a single style of measurement, forcing teams that track units or counts to improvise. Native currency and quantity options make planning match how each team sells.