Email Monthly Targets

Set monthly email outreach goals.

Who Can Edit

Super Admin - Full edit access
AE - Full edit access
SDR - View only

Accessing

Go to Settings > Email Targets.

Target Fields

Volume Targets

Companies Prospected

Primary goal
Number of unique companies to reach

Emails per Company

Average emails sent per company
Range: 1-20 (default: 5)

Emails Sent (Auto-calculated)

Companies × Emails per Company

Rate Targets

Field	Description	Format
Deliverability Rate	Expected delivery %	0-100
Open Rate	Expected open %	0-100
Reply Rate	Expected reply %	0-100
Positive Rate	Expected positive %	0-100
Bounce Rate Max	Maximum bounce %	0-100

Setting Targets

Select Month and Year
Enter Companies Prospected target
Set Emails per Company
Enter rate targets
Click Save

Expected Funnel Preview

When you enter targets, a preview shows expected outcomes:


Example:
100 companies × 5 emails = 500 sent
500 × 95% delivery = 475 delivered
475 × 40% open = 190 opened
190 × 20% reply = 38 replied

Month Selection

Select any future or current month
Past months show historical targets
Targets only apply to selected month

Best Practices

Practice	Reason
Set realistic rates	Based on historical data
Stretch slightly	10-20% above current
Review monthly	Adjust based on results
Align with team goals	Ensure consistency

Email Benchmarks SDR Targets