Settings: Staff Targets
Learn how the Staff Targets section lets your business set measurable goals for staff, helping performance stay visible, trackable, and easier to review.
Thought Process
The Staff Targets section is designed to help businesses set clear goals for individual staff members or wider teams. Rather than relying only on general expectations, this allows targets to be defined in a measurable way.
This is especially useful where the business wants to track activity, performance, or progress over time. By setting target figures for areas such as visits, accounts opened, or similar actions, the CRM can support a more structured approach to staff performance.
Why it matters
Clear targets make it easier for staff to understand what is expected and easier for managers to review progress properly.
Why measurable goals help
When targets are set as figures rather than just general aims, it becomes much easier to monitor activity and performance.
What This Section Does
Set target figures
Create target values for the areas of performance your business wants to track.
Track visits
Targets can be used to measure how many visits a staff member is expected to complete within a given period.
Track accounts opened
Targets can also be used for account-opening activity where the business wants to measure growth or development work.
Support performance review
Staff targets help create a clearer basis for reviewing progress and understanding how activity is developing over time.
Set targets by staff member
Targets can be tailored to the individual so they better match the role or expectations of that staff member.
Support wider team management
The system can help managers keep performance expectations more visible across the wider business.
What Staff Targets Might Include
Visits target
A target can be set for the number of visits expected over a chosen time period.
Accounts opened target
A target can be set for how many new accounts should be opened within the relevant period.
Activity-based targets
Depending on how your business uses the CRM, other target measures may also be included where activity needs to be tracked more closely.
Progress against target
The system can then be used to compare actual performance against the targets that have been set.
Why This Is Useful
Staff targets are most useful when they reflect real business goals rather than just arbitrary numbers.
For staff
Targets give staff a clearer understanding of what they are working towards and what success looks like in their role.
For managers
Targets give managers a more structured way to review output, compare progress, and identify where support may be needed.
Simple Walkthrough
- Go to Settings.
- Open the Staff Targets section.
- Select the staff member or target area you want to configure.
- Enter the target figures you want to use, such as visits or accounts opened.
- Save the target settings.
- Review progress later by comparing actual recorded activity against the targets set.
Getting the Most From Staff Targets
Keep targets realistic
Targets are most useful when they are challenging but still achievable for the role and working pattern involved.
Match targets to the role
Different staff members may need different target measures depending on what their role is meant to focus on.
Review them regularly
Targets should be revisited from time to time so they continue to reflect the needs of the business.
Use them as a guide, not just a score
Targets work best when they support performance conversations and planning, rather than being treated only as a pass-or-fail number.