SDR Targets
Understanding how productivity targets work.
Who Sets Targets
- Super Admin - Full edit access
- AE - Full edit access
- SDR - View only (see badge)
Target Metrics
Five metrics can have targets:
| Metric | Description |
|---|---|
| Leads | Qualified leads to find |
| Outreach | Outreach attempts |
| Engagements | Positive responses |
| Meetings | Meetings to book |
| Conversions | Deals to close |
How Targets Work
Monthly Basis
Targets are set per month per SDR.
Pro-rating
When viewing partial periods, targets auto-adjust:
Pro-rated = Monthly Target × (Working Days / 22)Example
Monthly meeting target: 20 Viewing 11 working days: 20 × (11/22) = 10 meetings
Viewing Your Targets
- Go to Settings > SDR Targets
- Select month/year
- Find your row
- See targets (view only for SDRs)
Target Setting (Admin)
Individual Setting
- Click Edit on SDR row
- Enter target values
- Save
Bulk Setting
- Click Bulk Set
- Select multiple SDRs
- Enter uniform targets
- Apply to all selected
Target vs Actual
On dashboard and reports:
- Target - What you should achieve
- Actual - What you’ve done
- % - Achievement percentage
- Remaining - How many more needed
Adjusting to Targets
Behind Target
- Increase daily activity
- Focus on highest-weight metrics
- Seek coaching/support
Ahead of Target
- Maintain pace
- Help teammates
- Aim for stretch goals
Target Recommendations
| Metric | New SDR | Experienced |
|---|---|---|
| Leads | 20/month | 40+/month |
| Outreach | 100/month | 200+/month |
| Engagements | 10/month | 25+/month |
| Meetings | 5/month | 15+/month |
| Conversions | 1/month | 3+/month |
Adjust based on your industry, market, and capacity.