If you run a sales team, you know the drill: targets matter, but keeping tabs on who’s hitting what can turn into a spreadsheet nightmare. If your team uses Skynamo, you’ve got tools to assign, track, and adjust sales targets—without chasing people for updates. This guide is for managers and sales ops folks who want real visibility, not just another dashboard.
Let’s cut through the fluff and get into how to actually use Skynamo to set and monitor sales targets for teams.
1. Get Your House in Order: Prep Before You Set Targets
Before you crack open Skynamo, make sure you’re not setting yourself up for garbage-in, garbage-out. A few basics to check:
- Is your team structure up to date? Make sure teams and users are set up correctly. If people have moved teams, fix it now.
- Do you have clean customer data? Targets tied to the wrong accounts help no one.
- Are your products/services loaded and categorized? Sales targets won’t mean much if your team’s selling stuff Skynamo doesn’t track.
Pro tip: Don’t rely on “we’ll fix it later.” Targets set on messy data are a waste of everyone’s time.
2. Assigning Sales Targets: Step by Step
Skynamo lets you set targets by team, individual, or even by product category. Here’s how to do it without losing your mind.
2.1. Log In and Head to the Right Place
- Log in with admin or manager rights.
- Go to the Teams or Users section (depends if you’re setting team or individual targets).
- Click into the specific team or user profile.
2.2. Decide What Kind of Target You Want
You can assign:
- Revenue targets (e.g., R500,000/month)
- Unit targets (e.g., 200 widgets sold)
- Visit/activity targets (e.g., 50 customer visits/month)
If you’re new to this, start with revenue—easiest to track, hardest to fudge.
2.3. Set the Target
- Find the Targets or Goals tab in the team/user profile.
- Click Add Target (sometimes called “New Target”).
- Choose the metric (revenue, units, or activity).
- Pick a timeframe (monthly, quarterly, or custom).
- Enter the number. Don’t overthink—pick something achievable but challenging.
- Save.
Heads-up: If you don’t see the “Targets” tab, your Skynamo plan may not include this feature. Time to talk to your admin or account manager.
2.4. Repeat for Each Team or Person
- Do this for every team or rep you want to track.
- Want to copy targets across teams? Some Skynamo versions let you “clone” targets, but double-check for quirks—sometimes it copies last year’s targets by accident.
What actually works: Keep it simple. Don’t try to assign 15 different targets at once. Start with one or two that matter most, then iterate.
3. Monitoring Progress: What to Watch, Where to Look
Setting targets is the easy part. The trick is seeing if anyone’s actually on pace.
3.1. Use Dashboards, Not Spreadsheets
- Head to the Dashboard or Reporting section.
- Look for widgets or charts labeled “Targets” or “Performance.”
- You’ll usually see:
- % of target achieved
- Progress bars by team/rep
- Rankings (who’s ahead, who’s behind)
Don’t bother exporting to Excel every week—Skynamo updates in real time. If you’re still glued to spreadsheets, you’re missing the point.
3.2. Set Up Automated Alerts (If You Want)
Some versions let you create alerts for when a team is falling behind (or crushing it).
- Go to Notifications or Alerts settings.
- Create rules like “Alert me if Team A is below 60% of target by the 20th of the month.”
- Set up email or in-app notifications.
Reality check: Too many alerts = everyone ignores them. Be surgical—set up only what you’ll actually act on.
3.3. Drill Down for Detail
- Click on a team or rep name in the dashboard.
- You’ll see breakdowns: by customer, product, or activity.
- Useful for 1:1s—did someone miss target because of lost deals, or because they’re not visiting clients?
What to ignore: Vanity metrics. If it doesn’t tie directly to sales, skip it. No one gets paid for “number of phone calls logged” if it doesn’t move revenue.
4. Adjusting Targets and Handling Real Life
No plan survives contact with reality. Here’s how to adjust targets and keep things sane:
4.1. Mid-Period Changes
- In Skynamo, go back to the Targets tab for a team or user.
- Edit the existing target, or add a new one for the rest of the period.
- The system keeps a log of changes (so there’s no “moving the goalposts” without a record).
Don’t: Change targets every time someone complains. Look for a pattern before making tweaks.
4.2. Handling Team Changes
Salespeople leave, teams get reshuffled. In Skynamo:
- Update team memberships first.
- Reassign or split targets as needed.
- Make sure the changes reflect in the dashboard—sometimes it lags by a day.
4.3. Year-End (or Quarter-End) Review
- Export final performance reports if you need to share with finance or leadership.
- Compare original targets to actuals.
- Use this info to set smarter targets next time—don’t just roll over numbers because “that’s what we did last year.”
Pro tip: If you missed every target by a mile, the issue isn’t your team—it’s your targets.
5. Pitfalls, Hype, and What to Ignore
Let’s be honest: No tool, including Skynamo, will magically make your team hit targets. Here’s what to keep in mind:
- Don’t expect buy-in just because you set targets in software. Targets only matter if your team believes in them and gets regular feedback.
- Avoid overcomplicating. More metrics ≠ more insight. Stick to the essentials.
- Ignore “engagement” dashboards unless they tie to real sales. Activity for activity’s sake is a waste.
- Be skeptical of AI/automation features that promise to “optimize” targets. Unless you understand the math, set your own numbers.
What actually helps: Clear targets, visible progress, and regular check-ins (with real talk, not just status updates).
6. Troubleshooting: When Things Don’t Line Up
Even with Skynamo, stuff breaks or gets weird. Here’s what to watch for:
- Targets not showing up: Check user permissions. Sometimes new reps don’t have targets assigned.
- Data looks wonky: Make sure sales are logged correctly (wrong customer, wrong product, etc.).
- Dashboards lagging: Give it a few hours. If it’s still off, contact Skynamo support—could be a sync issue.
- People gaming the system: If someone’s “hitting” targets by creating fake activities, shut it down early. Review the underlying data.
7. Keep It Simple, Iterate Often
Assigning and tracking sales targets in Skynamo isn’t rocket science—but it’s easy to overthink. Start with clean data and simple goals. Use the software to track progress, but don’t let it replace common sense or real conversations. If something’s not working, tweak your process before you blame the tool.
You don’t need flashy dashboards to run a good sales team. Set targets, monitor them, talk to your people, and adjust as you go. That’s it.