Leads Target
Set lead generation goals and targets.
Overview
Leads Target allows you to set goals for lead generation by time period. These targets appear in reports and dashboards to help you track progress toward your marketing goals.
Accessing This Setting
- Go to Settings > Marketing > Leads Target
Configuration Options
Setting Targets
- Time Period - Monthly, Quarterly, or Annual
- Target Number - Number of leads expected
- Source Breakdown - Targets by lead source (optional)
- Campaign Goals - Targets by campaign (optional)
Target Categories
- Total leads
- Qualified leads
- Leads by source
- Leads by campaign
- Leads by sales rep
Historical Comparison
- Compare to previous periods
- Trend analysis
- Seasonal adjustments
Using Leads Target
Target data appears in:
- Dashboard - Key metrics widgets
- Lead Analysis - Lead counts vs goals, monthly trends
- Sales Person Scorecard - Individual salesperson lead metrics
- Conversion Funnel - Stage-by-stage lead progression