How to set each sales rep’s goal and track progress
Give each sales rep a revenue goal and a won deals goal by month, quarter, or year, and see how much each one has already done.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
In Results › By sales rep, each team member can have a revenue goal and, if you want, a won deals goal too. The progress bar adds up the deals they won during the goal period.
Where to find it in Cognizy
Before you start
- Have the sales team added in People and access.
- Progress counts the won deals of whoever is responsible for them.
Step by step
- Step 1:
Open and click New goal.
- Step 2:
Choose the Sales rep, enter the Revenue goal and, if you want, the Deals goal (how many won deals). Under Frequency, choose Monthly, Quarterly or Yearly.
- Step 3:
Click Save. To set a goal for another person, click New goal again: the list only shows people who don’t have one yet.
- Step 4:
Track each sales rep: Revenue shows how much they’ve already sold in the period and the percentage of the goal; Won deals, how many deals they closed. The count resets every month, quarter, or year.
- Step 5:
To change the amount or frequency, click Edit on the sales rep’s row. Delete removes their goal.
How to know it worked
Each sales rep with a goal appears in By sales rep with the revenue and won deals for the period, in amount and as a percentage of the goal.
If something goes wrong
The progress bar stays at zero.
Progress only counts won deals during the period when the person is the owner. Check the owner and the deal’s close date.
The sales rep doesn’t appear in the list when creating the goal.
They already have a goal (use Edit on their row) or they haven’t been added to the team in People and access yet.
Next step
See pipeline performance in Results › Sales.
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