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      How to Add AE Stage Goals

      What is this article about?

      This article explains how to set and track AE Stage Goals in ShareBuilders CRM. It covers both establishing goals and reporting on progress.

      Why is this important?

      AE Stage Goals help sales teams measure performance, track deals through the sales funnel, and ensure they are meeting revenue objectives. By consistently monitoring progress, Account Executives can stay focused on achieving their targets.

      How to Set AE Stage Goals

      1. Log in to ShareBuilders CRM.
      2. Navigate to "AE Stage Goals".
        1. Navigate to "Our Team" --> "Team Members"
        2. Select the AE you wish to set goals for.
        3. Choose the Additional Settings tab at the top.

      3. Set Your Goal Criteria:
        • In the lower right-hand corner you will see an area to enter Stage Goals.
        • Assign target numbers for each stage based on your expected pipeline.
        • Make sure to click "Save" at the top to save your updates.

      How to View and Report on AE Stage Goals

      1. Go to the Report Card Summary:
        • Click "Pending" from the left navigation.
        • Click "Tools".
        • Select "Report Card Summary".
      2. Filter Your Results:
        • Use the Time Period and Budget Category filters to narrow down your data.
        • Click "Search" to apply your criteria.
      3. Review Goal Progress:
        • The report will display the number of actual pendings that reached each stage of the sales funnel compared to your goal.
        • Each entry follows this pattern: # of Pending Deals / Goal / % to Goal.

      By setting and monitoring AE Stage Goals, you can track progress, identify bottlenecks, and stay on course to hit your sales targets.