Goal Management for Sales Teams Free Template

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 are plenty of opportunities for customizations and modifications throughout the process.

Goal setting made great

Goal setting is challenging, but this template makes it easy for teams to set better goals, create goal-oriented plans, and determine next steps.

Use Pipefy’s Goal Management for Sales Teams template to design the testing process, communicate results, and monitor progress so that the whole team can stay in the loop.

Finally, document any suggested improvements to the process, so you can set and achieve even bigger goals!

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Sales teams love Pipefy

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Pipefy enables me to track the progress of our sales machine and make custom reports for my sales staff and owners. I can customize my pipelines to what I want to see most.

Keely Warner Sales Coordinator at Modern Machinery Company Inc.

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