Question 1

Should we set monthly, quarterly, or annual sales quotas?

Accepted Answer

Whether you set monthly, quarterly, or annual quotas depends on the length of your sales cycle. However, monthly targets are a good starting point for many companies, including those with a long sales cycle:

You can summarize monthly targets to get a quarterly or annual view using reports and dashboard charts.

With quarterly and annual targets in particular, getting off to a bad start may discourage salespeople; using monthly targets allows the rep to reset their effort.

Monthly targets instil a sense of urgency in sales activities related to closing deals.

Monthly targets enable greater flexibility in reporting – for example, monthly targets allow you to report on total progress for the first five months of the year.

Question 2

Is there a knowledge base available to guide me through setting up and using GSP Target Tracker?

Accepted Answer

Yes, we have a comprehensive GSP Target Tracker knowledge base. The knowledge base includes:

Articles on getting started.

Setting up targets.

Customizing the app to meet specific quota management needs.

How to use the app effectively.

If you can’t find the answer to your question, contact us, and we’ll be happy to help.

Question 3

Can I bulk upload or import sales targets into Salesforce?

Accepted Answer

Yes, using GSP Target Tracker, you can bulk upload or import sales targets from a spreadsheet into Salesforce. The app also features a wizard interface that enables quick and easy creation of targets for multiple salespeople.

Question 4

Is the GSP Target Tracker a native Salesforce app?

Accepted Answer

Yes, GSP Target Tracker is a native Salesforce app. Consequently, the app is easy to install and straightforward to set up, and your data remains within your Salesforce environment.

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