Sales Goals
Setting sales goals is easy. Knowing whether you're actually on track is much harder.
Dear Lucy helps sales leaders track company, team and individual sales goals in real time. Compare actual performance, sales pacing and forecast against targets to identify risks early and keep every team on track to achieve its goals.
Whether you're managing annual revenue targets, quarterly quotas or weekly activity goals, everyone shares the same up-to-date view of progress.
Example sales goals dashboard
Track sales goals, quotas and pacing in real time using live CRM data.
Turn Sales Goals Into Daily Action
Sales goals shouldn't disappear into spreadsheets after the quarterly planning meeting.
Dear Lucy keeps every sales goal visible throughout the year, helping sales leaders understand exactly where teams stand and where action is needed.
Instead of manually updating reports, dashboards automatically calculate progress using live CRM data from Salesforce, HubSpot, Microsoft Dynamics 365 and Pipedrive.
Monitor:
Company goals
Team goals
Individual quotas
Activity goals
Meeting goals
Product goals
Business unit goals
Regional goals
Stay On Pace — Not Just On Target
Hitting a yearly target isn't about where you finish.
It's about whether you're on pace today.
Dear Lucy continuously compares actual performance with expected progress, helping managers identify risks early enough to act.
Instead of discovering you're behind target at quarter end, you immediately see:
Teams falling behind
Reps exceeding expectations
Regions requiring support
Products outperforming forecast
Pipeline gaps affecting future attainment
This allows coaching while there's still time to improve the outcome.
(Pacing dashboard image)
Caption:
Sales pacing dashboard comparing actual performance, expected progress and projected goal attainment.
Forecast Against Goals
A team may currently be behind target while still being forecast to achieve its goals.
Or the opposite.
Dear Lucy combines sales forecasting with goal tracking, giving leadership a much clearer picture than static quota reports.
Instead of simply asking:
"How much have we sold?"
You can answer:
Will we hit our target?
How far behind are we?
What does our current pipeline suggest?
Which teams are most at risk?
How much additional pipeline is needed?
Combining sales forecasting with live goal tracking helps leaders identify risks earlier, adjust priorities sooner and make better decisions throughout the quarter.
Track Goals At Every Level
Every organisation measures success differently.
Dear Lucy supports sales goals across multiple dimensions without requiring complicated spreadsheets.
Examples include:
Company
Overall revenue, bookings and pipeline goals.
Teams
Regional, business unit or department targets.
Sales Reps
Individual quotas, activities and performance.
Products
Revenue or volume targets by product.
Customer Segments
Goals for enterprise, SMB or strategic accounts.
Activities
Calls, meetings, demos and opportunities created.
Because goals are calculated directly from CRM data, everyone works from the same numbers.
One Shared View For Sales Leadership
Sales managers, directors and executives no longer need to combine spreadsheets from different teams before reviewing performance.
Everyone works from the same dashboards.
This makes:
Weekly sales meetings
Pipeline reviews
Quarterly business reviews
faster, more consistent and completely data-driven.
Built On Your Existing CRM
Dear Lucy works with the CRM your sales team already uses.
Goals update automatically as sales data changes, eliminating manual reporting.
Frequently Asked Questions
What are sales goals?
Sales goals define the revenue, activity or performance targets a sales organisation wants to achieve within a specific period. Goals may be set for the entire company, individual teams, sales representatives, products or regions.
What's the difference between sales goals and sales quotas?
Sales goals describe the desired business outcome, while sales quotas are individual performance targets assigned to sales representatives or teams. Dear Lucy helps track both using live CRM data.
How does sales goal tracking work?
Dear Lucy automatically compares CRM data against predefined sales goals, calculating progress, pacing and forecasted attainment without manual spreadsheet updates.
Can I track goals for individual sales reps?
Yes. Goals can be tracked at company, team, sales representative, product, business unit and regional levels.
Can I compare forecast against sales goals?
Yes. Dear Lucy combines sales forecasting with goal tracking, allowing leaders to see not only current progress but also whether existing pipeline is likely to achieve future goals.
Can I track sales goals in Salesforce?
Yes. Dear Lucy connects directly to Salesforce and automatically calculates sales goal progress using your CRM data.
Can I track sales goals in HubSpot?
Yes. Dear Lucy integrates with HubSpot to monitor sales goals, quotas and pacing using live CRM data.
Which sales metrics can be used for goals?
Goals can be based on virtually any CRM metric, including:
Revenue
Pipeline value
Closed Won deals
Meetings
Calls
Opportunities created
Products sold
MRR
ARR
Custom CRM properties
Keep Every Sales Goal Visible
Replace spreadsheets and static quota reports with live sales goal dashboards that help every manager understand performance, pacing and forecast.
Learn More About Sales Goals
Looking for practical advice on setting sales goals and improving goal tracking in your CRM? Explore our guides: