Feature: Targets

Track sales targets against the accounts and opportunities driving the number

Sales Pulse helps wholesale sales teams see whether reps, customers, brands, and categories are on track, so managers can act before the target is missed.

Most sales targets are reviewed too late

Sales targets are usually managed through spreadsheets, ERP reports, or month-end dashboards. The problem is that by the time a shortfall becomes obvious, the team has often lost the chance to correct it.

Sales Pulse connects target tracking to live sales behaviour, so managers can see exactly where performance is drifting and why.

Move from target reporting to target management

Most systems can show whether a team is above or below target. Sales Pulse is designed to help sales teams understand why.

If a rep is behind target, the issue might be a few slipping customers, a dropped product range, reduced buying frequency, or a territory-wide slowdown.

Sales Pulse surfaces those signals so the manager can coach the rep and close the gap before it compounds.

Traditional target tracking Sales Pulse Targets
Shows if the number was hit Shows where the number is at risk
Reviewed at month-end Monitored during the period
Often managed in spreadsheets Tracks the sales behaviour behind the number
Focuses on totals Highlights customer and product movement
Creates pressure after the fact Enables coaching while the period is still live

Stop guessing which accounts are carrying your target

With the Targets module, sales managers can monitor progress against sales goals across reps, customers, territories, brands, product groups, or business units.

See exactly where the number is being won or lost

Useful for sales managers, reps, and business owners

Sales Managers

See which reps, accounts, or product areas need attention before the reporting period is over. Use the data to coach, prioritise, and intervene earlier.

Sales Reps

Understand where they are ahead, where they are behind, and which customers or product groups need focus to close the gap.

Owners and GMs

Get a clearer view of whether sales performance is healthy, or whether the business is relying on a small number of accounts to mask underlying drift.

Make targets easier to manage while there is still time to act

Sales Pulse helps wholesale teams connect target performance to real customer and product behaviour, so managers can focus the team earlier and more effectively.