Sales CRM · Feature guide

Set and review sales targets

Maintain an owner’s revenue target for a specific currency and exact date period.

Audience: authorised staffPermission: Administrator to set; Sales CRM viewing permission to review accessible targetsReviewed 30 October 2026

Where to goSales CRM → Forecast & targets → Set target

Before you start

Use your own authorised staff account in the intended Pixie CRM workspace. The Sales CRM module must be available and your role must include the permissions stated above. Existing leads, customers, communications and customer portal pages retain their normal access rules.

Follow these steps

Choose Set target and select the owner and currency.
Set the exact period start and end dates. Wait for the form to load the target for that combination.
Enter a non-negative target amount and choose Save target.
Use the same dates, owner and currency in the forecast and choose Update forecast.

Behavior and limits

A target is uniquely identified by owner, currency, start date and end date.
The form loads an existing target before editing it. Saving updates only that exact target; other periods remain unchanged.
Attainment is won deal value divided by the target. A zero target has no percentage attainment.
Target updates reject stale revisions rather than overwriting another administrator’s change.

Check it worked

Check the target amount and attainment in the matching forecast table.

Troubleshooting

If saving reports a stale change, reopen Set target to load the current amount.
If a target does not appear, confirm that the forecast uses the exact saved start and end dates. A monthly target is not automatically prorated into a shorter period.