Set and Track Team Targets.
Goals & Quotas That Work.
Team goals and individual quotas. Real-time progress, goal analytics, and performance dashboards. Keep your team aligned and motivated.
Goals and quotas that drive performance
Set targets, track progress, and align your team with the capabilities that matter.
Team Goal Setting
Set goals at team and role level. Revenue, activity, or custom metrics. Align everyone with business objectives.
Individual Quotas
Assign quotas per rep. Track against target in real time. Clear visibility for reps and managers.
Progress Tracking
Real-time progress toward goals and quotas. See who is on track and who needs support. No surprises.
Goal Analytics
Analyze goal attainment, trends, and patterns. Identify top performers and coaching opportunities.
Automated Reporting
Scheduled goal and quota reports. Share with leadership. Less manual reporting, more time selling.
Performance Dashboards
Dashboards for reps and managers. Goals, quotas, pipeline, and activity in one place. Role-based views.
How teams use goals & quotas to win
See how sales leaders and operations use goals and quotas to align and motivate teams.
Sales Leaders
Set team and individual quotas. Track progress in real time. Identify top performers and who needs support.
Sales Operations
Configure goal types, periods, and roll-ups. Automated reporting. One source of truth for goals and quotas.
Customer Success
Goals for renewals, expansion, and adoption. Track team and individual performance. Align with revenue targets.
Executive
Executive dashboards on goal attainment and pipeline. Forecast and pace. Data-driven decisions.
Outcomes that matter
Increase team performance, track progress in real time, identify top performers, and align team goals.
Increase team performance
- Clear goals keep teams focused. Everyone knows the target.
- Real-time visibility. No guessing, no surprises.
Track progress in real time
- Progress bars and dashboards update as deals close.
- See who is on track and who needs support.
Identify top performers
- Goal analytics and leaderboards. See who exceeds targets.
- Data-driven coaching and recognition.
Align team goals
- Team goals roll up from individual quotas.
- Everyone aligned with business objectives.
Are goals and quotas scattered across spreadsheets and tools?
When goals live in emails or separate systems, visibility is low and alignment suffers. Your team needs one place to set targets, track progress in real time, and see who is on track.
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Goals and quotas that drive performance
Set team and individual targets. Track progress in real time. Dashboards and analytics keep everyone aligned.
Explore Goals & QuotasFrom spreadsheets to one source of truth
Automated reporting and performance dashboards. Identify top performers and coaching opportunities. No manual roll-ups.
Start Free TrialSet goals, track progress, and align your team
Three steps to goals and quotas that work. No spreadsheets required.
Set goals and quotas
Define team goals and individual quotas. Choose metrics — revenue, deals, activities — and periods. Roll up from reps to teams.
Track progress in real time
Progress bars and dashboards update as deals close and activities complete. See who is on track and who is at risk.
Analyze and align
Goal analytics and automated reports. Identify top performers and coaching opportunities. Keep goals aligned with the business.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Yes. Set goals at team level and assign individual quotas to reps. Goals can be revenue, deal count, activities, or custom metrics. Roll-up from individuals to teams is automatic.
Progress is updated in real time as deals close and activities are logged. You see percentage to goal, pace vs target, and at-risk indicators. Dashboards and reports show current status.
Revenue goals, deal-count goals, activity goals, and custom metrics. You can define goal periods (e.g. monthly, quarterly) and roll-ups so team goals aggregate from individual quotas.
Yes. Rep and manager dashboards show goals, quotas, pipeline, and activity. Role-based views keep each person focused on what matters. Widgets can be customized.
Yes. Schedule reports to run daily, weekly, or monthly. Reports can be sent by email or viewed in-app. Include team and individual attainment, leaderboards, and trends.
Goals and quotas use the same pipeline and activity data as the rest of Adoptiv. Deals closed and activities logged automatically update progress. No double entry.
Ready to set and track goals that drive performance?
Goals, quotas, and performance dashboards built in. Start your free trial — no credit card required.
