Targets without a system are just a wish list. We show how to set ambitious but realistic goals, and how Adveits CRM+ helps you hit them through daily actions.

One of the most common mistakes: targets are set intuitively, or simply copied from last year with 20% added on. That’s not planning — that’s guessing.

The bottom-up goal-setting method

Instead of deciding how much you want to earn, calculate what it actually takes:

1. Set your target monthly revenue figure
2. Divide by average deal size → this tells you how many deals you need to win
3. Divide by win rate → this tells you how many deals you need in the pipeline
4. Divide by conversion rate → this tells you how many new contacts you need per month
5. That’s your real target — not the revenue number, but the daily activity

How a CRM helps you hit your targets

Goals are only useful when you can see progress in real time. A CRM gives you a daily view: what percentage of the pipeline target has been reached, where the process is stalling, which reps need help.

3.5×
Higher likelihood of hitting targets with a CRM

91%
Of CRM-using companies hit their quarterly targets

Adveits CRM+ feature: The Goals module lets you set individual and team targets, track progress, and automatically alert reps when deadlines approach or the pace needs to pick up.

Try Adveits CRM+