Goal Management for Sales Teams


Pipefy´s Goal Management for Sales Teams Template was designed to help you set some bold goals and make sure your team reaches them. There is plenty of room for improvements and modifications throughout the process.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Goal Management Form

  1. What will be managed?
    • Product
    • Service
    • Sales process
  2. Product/service/process description
  3. Main focus
    • Performance insight
    • Sales improvement
    • Sales team analysis
    • Other

Set Goal

  1. Manager responsible for the goal
  2. Attach process/service/product history.
  3. Explain how it will be measured.
  4. Set the new goal.
  5. Expected financial earnings
  6. Expected achievement goal date
  7. Goal difficulty

Standard operating procedure

Before starting the executation, it is important to detail some inspection information.

  1. Inspection KPIs setting
  2. List of materials and resources
  3. Procedures to be performed
  4. Follow-up method
    • Regular meetings
    • Informal follow-up by the manager
    • Periodic result presentations
    • Others
  5. Goal inspection frequency


Action time!

  1. Execution team
  2. Execution start date


Are we closed to reaching the goal?

  1. Inspection date
  2. Goal achievement rate to date
  3. What has ended up well so far?
  4. What has not gone well so far?
  5. Attach a standardization document.

Corrective Actions

We still have some time fir adjustments

  1. Is it necessary to change the execution procedures
    • Yes
    • No
  2. Is it necessary to change the execution team?
    • Yes
    • No
  3. Improvement measures
  4. New goal achievement date

Goal Reached

Time to celebrate!

Failed to Achieve the Goal

We have to get better next time.

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