Overview: Sales goals

If your property needs to track targets for individuals and the property itself, an administrator can create user goals and budgets. These targets are then used within the Productivity and Pace reports to compare your progress towards meeting your goals and budgets. The record types available include User Goal, Property Budget - Monthly, and Property Budget - Adhoc. See Create sales goals for details on each type.

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Create sales goals

Edit sales goals

View sales goal details

Clone sales goals

Delete sales goals