Performance targets in Saleboat allow you to track both individual and collaborative targets using activities and actions that happen on Saleboat.
There are different types of targets that you should be aware of:
Individual Targets
Applied to one user at a time
Each user can have different sets of targets with values relevant to them
Created in a user's profile
Collaborative Team Targets
Can be applied to a whole team at once
Each user in the team can work towards achieving this target
The target is part of the larger team target
Managers can see who is contributing to the total target
Created in a team's profile (checkbox is left blank)
Grouped Individual Targets
Groups of individual targets
User target values can vary
Total group target updates based on changes to individual user targets
Created in a team's profile (checkbox is selected)
Each team and user has access to view their own targets:
Main Menu > Performance Targets
Main Menu > Profile > Performance Targets
but only Captains and Officers can make changes or add to these.
How do I add a new target for a user or team?
Add a new target for an individual user
Main Menu > Organisation > Users > User Profile > Performance Targets
In the user's profile, on the Performance Targets screen, click on CREATE
Choose the target type and value you'd like to set for the user
Choose either a period (recurring) OR a date range (once-off) for the target
Click on SUBMIT
What are each of the target definitions?
Number of New Leads
New leads added by a user/team to the leads dashboard, in your chosen time period.
Can be found in the Canvassing Report PDF.
Number of New Customers
Any leads converted to prospects, new prospects added directly (skipping the lead stage), or clients added directly by a user/team in your chosen time period.
Number of New Deals
New deals added by a user, in your chosen time period.
Impacts the pipeline value.
Can be found in the Pipeline Report PDF.
Number of Closed Deals
Deals closed by a user/team, in your chosen time period.
Impacts the pipeline value.
Can be found in the Pipeline Report PDF.
Total Value of Closed Deals
Monetary value of the deals closed by a user/team, in your chosen time period.
Impacts the pipeline value.
Can be found in the Pipeline Report PDF.
Number of Converted Leads
Leads converted to prospects using the 'interested' button by a user/team, in your chosen time period.
Can be found in the Canvassing Report PDF.
Number of Converted Prospects
Number of prospects converted to clients through closed deals, in your chosen time period.
Can be found in the Periodic Summary Report PDF
Number of Cold Calls
Interactions with leads by a user/team, in your chosen time period.
Can be found in the Canvassing Report PDF.
Number of In-Person Meetings
In-person meetings with prospects and clients by a user/team, in your chosen time period
Depends on your chosen interaction types, per account.
Can be found in the Periodic Summary Report PDF and the Interaction Report PDF.
Number of Phone Calls
Phone calls with prospects and clients by a user/team, in your chosen time period.
Depends on your chosen interaction types, per account.
Can be found in the Periodic Summary Report PDF and the Interaction Report PDF.
Number of Interactions
Any interaction with a customer (prospect or client), by a user, in your chosen time period. A combination of in-person and phone call interactions.
Can be found in the Periodic Summary Report PDF and the Interaction Report PDF.
Active targets will be at the top of the Performance Targets screen, and previous targets (where the date range or period has lapsed) will be below them on the same screen.
Previous targets can also be filtered:
You can filter by:
Target Type
Period (daily, weekly, etc)
Completion (complete or incomplete)
orStart and End date
Let's filter for 'Number of New Leads', which was a 'Daily' target for the user, but only the targets that were 'incomplete':
Add a new target for a team
Main Menu > Organisation > Teams > Team > Performance Targets
In the team's profile, on the Performance Targets screen, click on CREATE
Choose the target type and value you'd like to set for the team
Choose either a period (recurring) or a date range (once-off) for the target
Use the checkbox if each user needs to see this target in their profile (an individual target)
If the checkbox is left blank, the target will only be visible in the team profile
Click on SUBMIT
Below is an example of a collaborative target:
The team has a target of 50 closed deals by 31 March 2026
Each user on the team can work toward achieving the target
Each user does not have an individual target for this (50/4)
Below is an example of an individual user target:
40 New Deals must be achieved by 31 March 2026.
Each user has their own target of 10 deals.
There are 4 users in the team, so the total for Number of New Deals is 40 new deals for the team, with each user contributing 10 deals each
Targets and adding or removing users from a team
Any team or collaborative targets belong only to the team's users.
Removing a user from a team keeps any individual targets associated with the user, but removes team targets since those targets belong to the team.
Adding a user with no currently set targets to a team adds the team targets to the user's performance targets page.
Target Tracking and Reporting
Team Targets:
Main Menu > Organisation > Teams > Team > Performance Targets
Managers can see who is contributing to the team's targets by clicking on the target
Individual Targets:
Main Menu > Performance Targets
Main Menu > Profile > Performance Targets
Active and previous targets can be found in a user's profile
Note: User's daily targets are only tracked for their workdays, found in their profile.
All targets (active and previous) can be found in the Performance Targets CSV, found on the Performance Page alongside all other CSV file downloads.
Past and achieved targets can be found and filtered on any performance target page
NOTE: Teams on the Standard Business Licence tier do not have access to Performance Targets.
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