Table of Contents
Sales is a numbers game, and it’s easy to forget the importance of actual data when you’re communicating with your team. The following 9 sales goal trackers are designed to provide a real-time view into what’s going on in your company across all channels while keeping things simple enough for everyone involved.
The “sales target tracker excel” is a tool that helps you track your sales targets. It can be used in Excel, Google Sheets, or Numbers. You can also use it to track goals for other things such as weight loss, fitness, budgeting.
Sales goal trackers help you manage and convert leads more effectively. The best do this by combining data into dashboards that display key performance indicators (KPIs), providing easy-to-manage task lists, and making collaboration simple. We looked at hundreds of solutions with a variety of features, unique characteristics, and price to select the nine top sales goal trackers for diverse use cases to help you pick the ideal tool for your organization.
*Pricing is based on an annual billing cycle.
1. Trello
Best for: Keeping track of sales activities on a calendar
Trello is a project management solution that uses a Kanban-style board to allow teams to interact and visualize tasks that need to be performed. Trello can also be used to track sales operations by creating a sales funnel on a board and utilizing individual cards to represent leads or possibilities.
Trello users may now utilize the calendar view option to see their sales board by date. This is particularly helpful when following up on possibilities with longer sales cycles. Sales reps can see where each lead is in the sales funnel and when particular actions to advance the lead through the funnel have been done. Users may be able to utilize Trello as a customer relationship management (CRM) system as a result of these sales monitoring features.
Trello’s Kanban-style activity tracking
Calendar view of Trello activity monitoring
Characteristics
- Kanban-style board with drag-and-drop functionality
- Tasks may be seen in a calendar view or as timelines.
- Card descriptions and attachments are now possible.
- Feature of task assignment
- Task reminders and due dates may be established in a variety of ways.
- Tracking of tasks and subtasks
Trello is a project management tool.
Are you looking for high-level tools to help you manage your sales operation by developing strategies and motivating your team? Navigate alternatives for controlling your team’s sales activity by reading our buyer’s guide for the finest sales management software.
2. What Microsoft Should Do
Individual sales tasks should be created and tracked.
Microsoft To Do is a task management program that is both easy and sophisticated. It allows you to monitor and share things that need to be performed. Smart reminders and recommendations make task management simple for users. A default tab in the system called “My Day” displays a list of all tasks that you have generated or that have been given to you by someone else. Users may designate each job as essential or accomplished by going through it.
To Do My Day is a Microsoft website that helps you plan your day. (Photo credit: Microsoft)
Characteristics
- Personalization of task lists
- The ability to connect files
- As the web application syncs with both iOS and Android platforms, it provides seamless cross-device capability.
- Microsoft Outlook integration
- The My Day page consolidates all tasks into a single to-do list based on the day’s due dates.
- Options for task assignment and sharing
To Do, Go To Microsoft
Google Tasks is number three.
Best for: Task management integration with Google Workspace apps.
Google Tasks is distinct in that it may be accessible through the Google Tasks app or a sidebar in Gmail, Google Calendar, or Google Docs. This is particularly valuable for organizations who want to track sales activity inside Google Workspace apps, such as those that wish to generate tasks straight from Gmail or sync tasks to a Google calendar.
Gmail’s sidebar has Google Tasks (Source: TheVerge.com)
Characteristics
- Gmail, Calendar, and Google Docs may all be used to create tasks, even immediately from a Gmail message.
- Prioritization of tasks via dragging and dropping
- You may set due dates and sync them with your calendar.
- iOS and Android devices have mobile capabilities.
Go to Google Tasks.
4. Use a smartsheet
Best for: Providing numerous perspectives for monitoring sales activities.
Smartsheet is a powerful project management application that lets firms enter project or sales task information into a spreadsheet. Users may then simply switch between Kanban board, Gantt chart, grid style, and calendar views to monitor progress. Custom KPIs may also be shown on the sales dashboard using Smartsheet’s functionality.
Converting a Smartsheet spreadsheet into a Gantt chart (Source: Smartsheet)
Characteristics
- Project and task management with multi-view capabilities
- Content management system built-in
- KPI reporting, including custom KPIs, is available on the system dashboard.
- Document management features such as eSignature and project file attachments are available.
- Data collection form builder
Go to Smartsheet for further information.
5. Flow Kanban
Best for: Activity reporting and task information exchange among team members
KanbanFlow is a tool for teamwork. The ability to see task information using swimlanes on a Kanban board to categorize tasks or leads is one of its unique characteristics. Horizontal lines used to divide the board into additional parts are known as swimlanes. They basically add rows to further separate activities depending on variables like office location, sales team, or department in charge of a job or stage.
KanbanFlow may also predict when tasks will be finished based on sales forecast estimations. Forecasts are based on criteria such as how long it takes to perform activities, current throughput (e.g., average number of tasks done per week), and even burnout rates, which indicate how many work remain unfinished. There is also reporting functionality for identifying bottlenecks and how well task due dates are fulfilled on a continuous basis.
KanbanFlow Swimlanes and a Kanban perspective (Source: KanbanFlow)
Forecasting KanbanFlow due dates (Source: KanbanFlow)
Characteristics
- Estimate when task activities will be finished using task forecasting tools.
- For thorough work assignment and management, use a Kanban board with swimlanes.
- Tools for keeping track of recurrent chores
- Process bottlenecks and performance are tracked in activity performance reporting by due dates.
- The expected workload of each employee is determined through time estimate reporting.
- Filtering options based on users, labels, and swimlanes are available in the calendar task view.
Go to KanbanFlow.com to learn more.
Monday.com is number six.
Best for: Tailoring a sales goal tracking system to your own requirements.
Monday.com is a powerful sales goal tracker that can be tailored to your company’s specific requirements. It contains tables for inputting data, defining columns, and selecting color schemes that are simple to use.
All of the tables may be seen on other boards, such as Kanban, calendar, and card views. Monday.com may be used as a customer relationship management (CRM) tool that follows the stage of a lead’s pipeline, or as a sales management tool, thanks to the customization capabilities.
Table-style sales funnel from Monday.com (Image courtesy of Monday.com)
Project tasks are shown on a timeline on Monday.com (Source: Monday.com)
Characteristics
- Drag-and-drop functionality in a Kanban-style view
- Data fields, data types, and column names may all be customized in the table.
- Option to monitor tasks using a calendar view
- Options for giving assignments or leads to certain representatives on cards
- Options for task or lead descriptions, as well as the opportunity to attach files
Monday.com is a website dedicated to Monday.
Pipedrive is number seven.
Best for: Keeping track of sales performance vs sales targets.
Pipedrive is a popular CRM that focuses on monitoring sales activities and cooperation. You may use this sales-focused platform to define individual or team sales performance targets in terms of concluded transactions, total deal value, or prospective opportunities added. Managers may also keep track of progress by creating performance reports depending on team member, pipeline stage, or time period.
View of Pipedrive’s sales performance (Image courtesy of Pipedrive)
Characteristics
- Features of sales pipeline management may be seen on a Kanban-style board.
- Functionality for managing leads and contacts
- Tools for goal-setting and tracking
- Monitoring sales activities and tasks
- Forecasting tools for sales
- Apps for both iOS and Android are available.
Are you interested in learning more about Pipedrive’s capabilities? To learn whether Pipedrive is perfect for your organization, read our professional Pipedrive review for details on features, price, product usability, and use cases.
Go to Pipedrive.com.
HubSpot is number eight on the list.
Best for: Reporting features on a simple sales dashboard
HubSpot’s CRM platform provides a dashboard for teams to evaluate sales activity and results. Individual users may personalize dashboards to display particular data such as calls made or appointments scheduled. Individuals and teams may also define sales targets and evaluate progress by producing performance reports and comparing goal data to the charts.
Dashboard for HubSpot’s sales activities (Source: HubSpot)
HubSpot’s performance tracker includes reporting choices for goals. (Image courtesy of HubSpot)
Characteristics
- Performance reports and statistics that may be customized
- Built-in Forecasting tools for sales
- Activity and performance indicators are shown on a custom system dashboard.
- On a Kanban-style board, monitor your deal pipeline.
- Sales Tools for goal-setting and tracking
HubSpot makes creating reports, deploying email marketing campaigns, and managing leads a breeze. Other information about this product’s characteristics can be found in our HubSpot review, which includes subscription plan comparisons, case-specific product usage scenarios, and information on the product’s usability.
Go to HubSpot.com to learn more.
9. Rejoice! CRMgamified leaderboards
Best for: Using a CRM system to create sales objective leaderboards.
Hurrah! CRMgamified’s Leaderboards is a tool for monitoring sales targets. It collects data about sales objectives and performance from your CRM or other data sources and utilizes it to generate leaderboards to gamify your sales process.
Leaderboards may be shown on a TV or video screen in the workplace, and they are automatically updated in real time as new data is analyzed. Displaying the results of a sales leaderboard is an excellent approach to encourage teams to achieve high levels of performance by encouraging friendly rivalry. This may be used with incentives, badges, and management recognition to further drive sales staff.
Hurrah! Leaderboards for Sales Leaderboards for Sales Leaderboards for Sales Leaderboards for (Image courtesy of CRMgamified)
Characteristics
- Salesforce and Microsoft Dynamics CRM CRM connectors
- Excel, Tableau, and Microsoft SQL database integration
- Monitoring and displaying KPIs
- Countdown timers and progress monitors are available in real time.
- Sales accomplishments may be announced in a variety of ways.
Hurrah! Leaderboards may be seen here.
How Did We Pick the Top Sales Goal Trackers?
We chose the top sales trackers based on aspects like sales goal monitoring, activity reporting, and task management that are essential for a sales tracking tool. We also looked at how efficient these tools were in tracking sales objectives and tasks. In addition, we evaluated additional product features that companies seek for, such as pricing, convenience of use, and customer support availability, in our review.
Conclusion
Project management tools, task tracking programs, sales dashboards, spreadsheets, and CRM software are just a few examples of goal and task tracking tools. Whether you need to monitor sales success, create sales goals, manage tasks and pipeline activities, or do all of the above, the best sales goal tracker for your organization depends on your needs.
The manner you like to see performance and tasks will also influence whatever sales goal tracker you use. To-do lists, Kanban boards, Gantt charts, and sales dashboards are all common methods to visualize sales activity and outcomes.
The finest sales goal trackers keep track of important sales performance measures like completed deals and revenue prospects, as well as the tasks and activities that must be handled in order to meet those goals. This enables your company to handle leads more efficiently and effectively, allowing you to move prospects through the sales funnel quicker and complete more transactions.
The “goal tracker online” is a tool that helps you to track your sales goals. It can help you find the best sales goal trackers for 2022.
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