Open Insights, then Performance, and click Targets. Click Add Target, enter the target value, choose a type, a period and who it is for, and click Create target. The History page compares results with each target.
Add a target
- Click Insights in the MORE group, then Performance.
- Click Targets at the top right.
- Click Add Target.
- Type the Target value.
- Use the pills under it to choose the type, such as Revenue, the period, such as Monthly, and the scope, such as Company. Click the three dots for more options.
- Click Create target.
Types, periods and scopes
- Types include Revenue, Deal Count, Pipeline Value, Calls, Emails, SMS sent, Meetings and Lead Conversion.
- Periods include a month, such as Nov 2026, a quarter, such as Q4 2026, and a year, such as 2026.
- Scope is the whole company, a Team or a User. A row shows how many target series it holds.
Use All Scopes, All Types, All Periods and the year to filter. Use the pencil to edit a target and the bin to delete one.
Read the history
Click History on the Performance page, or open Target history. Pick a User, a type and a year, and choose By week. Each week lists every target with its Period, Target, Actual, Progress and Status, such as In progress.
If it did not work
I do not see Targets. Your role may not allow it. Ask an admin to set them for you.
Actual is 0. Nothing counts toward that target yet, such as no closed deals this month.
Progress is over 100%. You are ahead of the target.