Team Goals Scoreboard
The Team Goals Scoreboard tracks progress toward monthly team-wide objectives.
Metrics Tracked
The scoreboard shows 7 team goals:
| Metric | What It Measures |
|---|---|
| Leads | Contacts captured |
| Outreach | Prospecting activities |
| Replies | Positive responses |
| Meetings | Sales meetings booked |
| Conversions | New customers |
| Revenue | Total revenue ($) |
| MRR | Monthly recurring revenue ($) |
Display Format
Each metric shows:
- Current value / Target value (e.g., “45 / 100”)
- Progress bar - Visual completion indicator
- Percentage - Completion % (right-aligned)
Progress Colors
| Status | Color | Meaning |
|---|---|---|
| 100%+ | Green | Goal achieved or exceeded |
| 0-99% | Slate | In progress |
Daily Pace Indicator
The scoreboard shows the required daily pace to hit targets. This helps you understand if you’re ahead or behind schedule.
Example: If target is 100 leads and you’re 10 days into a 22-day month, you should have ~45 leads.
Data Sources
Goals are tracked from:
- Leads table - Lead capture counts
- Daily reports - Activity metrics (outreach, meetings)
- Campaign performance - Email metrics
- Conversions - Revenue data
Setting Team Goals
Team goals are set by admins in Settings > Team Goals.
See Team Goals Settings for configuration details.
Viewing Historical Goals
Use the date filter to view goal progress for past months. Target values are stored per month, so historical data shows accurate targets for that period.