How to set weekly targets

Step 1: Open Targets & Goals

Open Targets & Goals, choose the week and press Set target.

Step 2: Set it

Choose What are you measuring? (for example Sales), the Target amount and the Period. Under Who is this for?, pick a branch, product or person if it is not for the whole business. Press Set target.

Step 3: Watch progress

Progress fills in by itself as sales, tasks, leads and payments happen. The Planner's My Week shows this week's targets too.