Track your personal sales targets and bonus objectives with the Goals feature. Monitor your progress toward bonus targets assigned to you by your team.
/home/goalsThe Goals page displays bonus targets that have been assigned to you through the bonus_targets_accounts relationship. Each target shows your progress based on sales you've recorded.
Each bonus target card displays:
| Field | Description |
|---|---|
| Target Name | Name of the bonus target |
| Description | Optional description of the target |
| Zone Bonus | Badge indicating if this is a zone-specific bonus |
| Date Range | Start and end date of the target period |
| Bonus Amount | Amount you'll earn if the target is met (in EUR) |
| Target Amount | Number of sales needed to achieve the bonus |
Progress is displayed as a dual-layer progress bar:
Sales that have been confirmed and trigger commission. These count toward your final target.
Sales in initial/proposed state. These are pending confirmation but show potential progress.
The progress section shows:
A sparkle emoji appears when you reach 100% of the target.
Some bonus targets are zone-specific, indicated by a "Zone Bonus" badge with a map pin icon. These targets only count sales made within specific geographic zones assigned to you.
Bonus targets have defined time periods:
Only active targets (where end date is today or in the future) are displayed.
If you have no active bonus targets assigned, you'll see a message: "No active bonus targets"
This means either:
Contact your team administrator to be assigned to bonus targets.
Sales contribute to bonus targets based on their sale state:
triggers_commission = trueis_initial = trueThe specific sale states are configured by your team administrator.
Bonus targets are created and configured by team administrators. As a user, you can:
You cannot create, edit, or delete bonus targets from the personal Goals page.
See Bonus Targets for team-level configuration.