Set targets and see who is on track
Give each person and team a goal. Clikgen adds up team results and shows each rep's key numbers, so you know where to help.
Per rep
And per team
Rollups
Team totals added up for you
KPIs
For each salesperson
Inside Goals & Performance
What this module does, in plain words. Which modules you get depends on your plan.
Goals & targets
Set a target for a person or a team for any period.
Team rollups
Individual results add up into team totals automatically.
Rep KPIs
See each rep's key performance numbers in one view.
Live progress
Progress updates as your team works in the CRM.
Clear targets, no spreadsheets
Stop updating a target sheet every Friday.
- Goals for each person and team
- Team rollups calculated for you
- Progress based on real CRM data
Coach with facts
Talk about real numbers, not feelings.
- Rep performance KPIs side by side
- Combine with call analytics from Calling
- Build more views in Reports & Dashboards
Built for teams like these
Sales managers
See who needs help before the month ends.
Business owners
Know if the team will hit this month's number.
Reps
See your own progress without asking anyone.
Goals & Performance questions
Yes. Set team goals, and individual results roll up into the team total.
From the work your team does in Clikgen, so there is nothing extra to enter.
Yes, based on the roles and permissions you set.
Works even better with
Try Goals & Performance free for 14 days
No credit card needed. Set it up in minutes, then pick the plan that fits.
No credit card · 14-day free trial · Data export always on