If you’re trying to wrangle a sales team, you already know that setting goals is the easy part. Actually tracking and managing progress? That’s where things get messy. This guide is for sales managers, team leads, and anyone who’s tired of chasing down spreadsheets and half-baked dashboards. Here’s how you can use Salesscreen goal management tools to cut through the noise and keep your team focused on what matters: hitting targets that actually move the needle.
Why Sales Goals Fall Apart (And How a Tool Can Help)
Before you start clicking around in another app, let’s get real. Most teams don’t actually fail because they set the wrong goals. They fail because:
- Nobody knows who’s responsible for what.
- Progress tracking is a pain.
- Motivation fizzles out after the kickoff meeting.
- Reporting is scattered across too many tools.
A goal management tool like Salesscreen doesn’t magically solve these problems, but if you use it well, it can make them a whole lot less painful.
Step 1: Get Clear on the Goals That Matter
Don’t jump in and start creating goals just because you can. Take a breath and figure out what you actually want to track.
Ask yourself: - Are you tracking revenue, calls, meetings, or something else? - Do these goals tie directly to your team’s actual job, or are they just “nice to have”? - Who needs to see these numbers daily? Who just needs a monthly update?
Pro tip: Less is more. If you try to track everything, nothing will get done.
Step 2: Set Up Your Team and Data in Salesscreen
You can’t track what you haven’t mapped out. If your Salesscreen account is a mess, your goals will be too.
Quick setup checklist:
- Users: Make sure every salesperson and manager has an account. No ghost users—remove old accounts.
- Teams/Groups: Organize people into logical teams (by region, product line, etc.).
- Integrations: Connect your CRM or whatever data source you use. If you’re still planning to enter numbers manually, you’re going to have a bad time.
What works: Direct integrations with CRMs like Salesforce or HubSpot can save hours and reduce errors.
What doesn’t: Relying on manual data entry. Someone will forget, and your numbers will be off.
Step 3: Create Your Goals in Salesscreen
Now you’re ready to set goals that people can actually hit (and see).
Types of goals you can set:
- Individual goals: For sales reps who want to see their personal progress.
- Team goals: For collective targets (e.g., “Team East needs $500K this quarter”).
- Company-wide goals: For big initiatives or annual targets.
Setting up a goal—here’s how:
- Go to the Goals section in Salesscreen.
- Click “Create Goal.”
- Pick your metric. Be specific. “Closed revenue” is better than just “sales.”
- Choose who the goal applies to (individual, team, or company).
- Set a time frame—daily, weekly, monthly, or custom.
- Decide if you want the goal public (everyone can see it) or private (only for you or your manager).
- Hit save.
Real-world tip: Don’t overcomplicate the structure. You don’t need a goal for every tiny metric. Prioritize the ones that drive results.
Step 4: Make Progress Visible (and Actually Useful)
A goal hidden in a dashboard nobody opens might as well not exist. Salesscreen’s main value is how it puts progress front and center.
Ways to show off progress:
- TV screens: Stream leaderboards or progress bars in the office. Old-school, but it works. (Just don’t let it turn into public shaming.)
- Dashboards: Use the main dashboard for quick at-a-glance updates. Customize what shows up so it’s not just noise.
- Notifications: Set up alerts when someone hits (or misses) a milestone. But keep notifications to things that matter—if everything’s urgent, nothing is.
- Mobile app: For field teams or remote reps, the app keeps everyone in the loop.
What works: Public recognition for hitting goals. People like to see their name in lights (or at least on a big screen).
What doesn’t: Overloading the team with too many stats. If you have more than 3-4 key numbers on display, it all blurs together.
Step 5: Motivate (But Don’t Annoy)
Salesscreen is big on gamification—badges, competitions, and all that. Used well, these features can make things more fun. Used poorly, they become background noise.
How to motivate without making it cheesy:
- Run short competitions: Weekly or monthly contests work better than year-long marathons.
- Celebrate real wins: Make a big deal out of major milestones, not every minor achievement.
- Let people opt in: Not everyone loves public leaderboards. Offer recognition in ways that suit your team’s culture.
- Mix up the rewards: Sometimes it’s a trophy, sometimes it’s a day off, sometimes just bragging rights.
What works: Friendly competition. Even low-key reps enjoy seeing their progress stack up.
What doesn’t: Over-the-top gamification. If people roll their eyes at your “sales ninja” badges, you’ve gone too far.
Step 6: Review, Adjust, and Repeat
No tool will save you from bad goals or bad habits. The real work is in checking in, tweaking as you go, and not being afraid to admit when something’s not working.
How to keep things on track:
- Weekly check-ins: Don’t wait until the end of the quarter to find out you’re behind.
- Look for bottlenecks: If nobody’s hitting the meetings-booked goal, maybe it’s not realistic—or maybe your process needs fixing.
- Adjust goals as needed: It’s not a failure to update targets if the market changes or your team’s focus shifts.
Ignore: The urge to set and forget. Sales is unpredictable—your goals should adapt.
A Few Pitfalls to Watch Out For
Tools like Salesscreen are only as good as the habits and culture around them. Here’s what to dodge:
- Setting too many goals: It’s tempting, but it dilutes focus. Stick to a handful that matter.
- Letting the tool become a crutch: If you’re spending more time tweaking dashboards than talking to your team, you’re missing the point.
- Not cleaning your data: Garbage in, garbage out. Double-check integrations and data sources.
- Ignoring feedback: If your team hates the setup, listen to them. The best tool is the one people actually use.
Keep It Simple, Iterate Often
You don’t need a tool to tell you that most sales teams struggle with the basics: clear goals, visible progress, and real accountability. Salesscreen can help, but only if you keep it simple and stay willing to tweak as you go. Start small, focus on goals that actually matter, and don’t buy the hype that a dashboard alone will fix your results. The best setup is the one that gets your team talking about progress—not just numbers on a screen.