Sales goal trackers are software that keep projects, tasks, and goals organized so they stay top of mind. There’s no shortage of tools and software that business owners can use to effectively track sales goals and achievements, such as Kanban boards, leaderboards, and dashboards. We’ve researched 11 of the best options to help you determine what’s right for you and your business.
Sales Goal Tracker Software | Best For |
|---|---|
Customizable management of goals and activities that are part of a longer sales cycle | |
Sales professionals working remotely who location-based reminders to complete sales activities | |
Creating personal and collaborative sales activities lists to stay on top of tasks and reach goals | |
Creating and updating sales tasks from Google Calendar, Gmail, and Documents | |
Engaging entire teams with micro-incentives such as redeemable points for completing sales activities | |
Collaborative sales teams wanting to use spreadsheets and Kanban boards to track sales activities | |
Salespeople who need help breaking up their agenda to reach sales goals and become more efficient with their time. | |
Inside salespeople using the Pomodoro technique (with a 25-minute timer) to complete sales activities | |
Defining your own sales goal tracker, housing customer data, and creating multiple pipeline views | |
A visual CRM with pipelines that incorporate sales goals, activities and reminders | |
Creating dynamic and engaging multimedia leaderboards using data from your CRM |
How We Evaluated Sales Goals Trackers
We evaluated the sales goals trackers featured here using a broad range of factors like ease of use, price, effectiveness in tracking sales goals, and visual appeal. Regarding the effectiveness of tracking sales goals, we looked at activity tracking features, task management, and reminders that could help with the sales management process. These tools vary widely in how they track sales goals, so some criteria may be more relevant to some tools than others.
Below are more details as to what we looked at in each category:
- Ease of use
- Price and affordability
- Visual appeal
- Task management capability
- Alerts and reminders
The tools we’ve listed here help you stay on top of your sales activities and sales goals in a variety of ways, from helping to manage tasks to displaying performance on a leaderboard. Despite how different many of the best sales management tools are from each other, we included the ones that were easy to use and effective, specifically for tracking sales goals and activities.
Let’s examine each type of sales tracking software in detail:
1. Trello
Best for: Kanban-style presentation of sales goals and activities that are a part of a longer sales cycle
SMB price range: Free to $9.99 per user, per month, billed annually
Trello dashboard
Trello is a project management tool that uses Kanban boards to provide a visual view of the necessary stages and activities to complete or close a sale. It can be used as a sales goal tracker in instances where the sales cycle is long and has many sales activities and interim sales goals that must be completed before a sale is made.
“If you’re unfamiliar with the Japanese concept of Kanban, you should create a free Trello account—it’s perfect for setting team objectives. It provides a visual overview of your tasks. When you start a new task, you create a ‘card’ for it. Cards are sorted into ‘piles,’ such as ‘upcoming,’ ‘in progress,’ ‘review stage,’ and ‘completed.’ You can set a deadline for each card, and then see all of your team’s tasks together in one simple, aesthetically pleasing place.” — Samuel Johns, Human Resources Specialist, Resume Genius
Trello Key Features
- Individual and team boards
- Tasks and subtasks
- Add team members to the team space and boards
- To-do lists
- Assign tasks to team members
- Due dates and reminders
- Adding descriptions and attachments
- Custom backgrounds and stickers
2. Any.do
Best for: Remote sales reps needing location-based reminders to complete sales activities
SMB price range: Free to $5.99 per month
Any.do daily agenda dashboard
Any.do is a task and project management tool that is used to keep important sales activities top of mind. It supports a wide range of devices and has a robust mobile app, allowing you to choose the view that most suits you, be it a Kanban or calendar view of important sales activities. Additionally, the ability to share tasks makes it great for collaborative sales teams.
Any.do Key Features
- Available in different languages
- Location-based reminders
- Theme customization
- Creating and sharing tasks
- Syncing tasks
- Adding and deleting tasks
- Unlimited collaborative tasks and document storage on premium plan
3. Microsoft To Do
Best for: Creating sales activity lists that can be shared among sales teams
SMB price range: Free for those with a Microsoft 365 account, which ranges from $5 to $20 per user, per month, billed annually
Microsoft To Do homepage example
Microsoft To Do is task management software that is part of Microsoft 365’s suite of products. It can be used to keep important sales activities visible and helps sales managers delegate tasks, collaborate, and foster transparency among your entire team.
Microsoft To Do Key Features
- Creating lists and tasks
- Establishing task due dates
- Setting reminders
- Sharing lists and tasks
- Attaching files
- Offers personalized suggestion to your daily plan to-do list
- Syncs across iPhone, Android, Windows, and the web
- Integrates with Microsoft Outlook
4. Google Tasks
Best for: Creating and updating sales tasks from your Google Calendar and Gmail account
SMB price range: Free
Viewing tasks with Google Tasks
Google Tasks allows you to keep track of your daily tasks and incorporate them into your Google Calendar. You can use it to list and schedule sales activities so they appear on your calendar with their corresponding due dates. As with any entry on your calendar, it synchronizes across all your devices so your lists and tasks go with you, wherever you are.
Google Tasks Key Features
- Task creation from Calendar, Gmail, and Google Docs
- Integrates with Gmail and Google Calendar
- Due date notifications
- Mobile app
- Create tasks directly from a Gmail message
- See your tasks in the side panel of Gmail
- Trace a task back to its original email message
- Prioritize tasks with drag-and-drop feature
5. Workplace Arcade
Best for: Gamification and using micro-incentives to promote completion of sales activities
SMB price range: Free to $16 per user, per month, billed annually
Workplace Arcade Sales Goals & Progress
Workplace Arcade Incentives & Points
Arcade is gamification software that uses micro-incentives like points or small prizes to reward salespeople for completing sales activities needed to close deals. One of the objectives is to use these incentives to keep middle and bottom tier sales professionals engaged and completing goals throughout the sales cycle instead of losing momentum when the same top performers win sales contests.
Workplace Arcade Key Features
- Points are redeemable for prizes such as Visa gift cards, travel partners, and restaurants
- Social tools where teams can acknowledge team members’ achievements
- Stars that sales team members can give each other as recognition
- Instant gift card delivery
- Ability to take back tokens when turnover happens
- Engagement analytics and news feeds
6. Smartsheet
Best for: Collaborative sales teams wanting to use spreadsheets and Kanban boards to track sales activities
SMB price range: From $14 per month for individuals to $25 per user, per month for teams
Sales dashboard created with Smartsheet
Smartsheet is a project management tool that can be used to track sales activities. It offers a variety of features, including the ability to view data from different views. For instance, you can view data in spreadsheets, Gantt charts, calendars, and Kanban boards and go back and forth between views.
Smartsheet Key Features
- Multiple sales tracking views (Kanban boards, spreadsheets, and calendars)
- Reporting dashboards
- Team collaboration portals
- Form builder to collect data, and can be shared across your sales team
- Workflows and automations
- Publish and share smartsheets
- Customizable user experience
7. TimeTo
Best for: Salespeople who need help breaking up their agenda to reach sales goals and become more efficient with their time
SMB price range: Free to $127 one-time cost
TimeTo dashboard
TimeTo is a project management tool that can help you keep your sales goals on track with automation features, prioritization, and balancing your tasks. It helps you stay focused on your work so you can work more efficiently and close more deals.
TimeTo is charityware, which means any paid version goes toward a nonprofit charity.
TimeTo Key Features:
- Memorizes your recurring appointments
- Prioritizes tasks and goals based upon the level you set
- Knows your rules, preferences, and can redraft your schedule
- Breaks up large tasks into workable chunks
- Records what you did, how long it took, what it was worth
- Stores, searches, and views text in up to 17 languages
- Syncs with Microsoft Outlook and Google Calendar
8. KanbanFlow
Best for: Inside salespeople using the Pomodoro technique (with 25-minute timer) to complete sales activities
SMB price range: Free to $5 per user, per month
Time tracker in KanbanFlow
KanbanFlow is not only a Kanban board that allows you to build and track sales activities, it also provides a timer that motivates you to complete these sales activities using the Pomodoro technique. This tool is great for inside sales teams working from a desk to complete sales activities because the timer is counting down in the background while they are working.
The Pomodoro technique is where you work in 25-minute increments and take breaks that can last anywhere from five minutes to 15 minutes. Simply click on a sales task, click the timer, and start working until the buzzer goes off. Then, take a timed break and repeat.
KanbanFlow Key Features
- Kanban boards
- Ability to copy boards
- Pomodoro technique timer
- Task and subtask creation
- Swim lanes (columns of tasks and activities)
- Dashboards
- Task completion forecasting
- Task completion statistics
9. Monday.com
Best for: Defining and creating a sales goal tracker to meet your unique needs
SMB price range: $8 to $16 per user, per month, billed annually (minimum of five users)
Sales pipeline in Monday
Monday.com is a flexible task management and collaboration tool that can be used as a sales goal tracker. It offers colorful Kanban boards that keep key tasks visible to sales teams. This sales goal tracker is great for sales professionals who prefer to create their own sales goal tracker according to their unique needs versus using a predefined solution.
Monday Key Features
- Drag-and-drop Kanban boards
- Task and subtasks
- Multiple dashboards
- Ability to share boards
- Customizable views Including calendar, cap, and charts views
- Collaboration tools, such as whiteboards
- Zoom integration
10. Pipedrive
Best for: Creating visual sales pipelines that incorporate sales goals, sales activities, tasks, and reminders
SMB price range: $12.50 to $49.90 per user, per month, billed annually
Pipedrive dashboard
Pipedrive is an excellent for sales goal tracking tool because of its visual pipelines with embedded activities and reminders for each pipeline stage. Since Pipedrive is a sales-focused tool, there is no need to adapt the features to use for sales goal tracking. Instead, you can focus on setting up your sales process into the pipeline stages and create sales goals and corresponding sales activities that are automatically tracked.
Pipedrive Key Features
- Visual, Kanban-style pipelines
- Activity alerts and reminders
- Reporting and metrics
- Sales activity performance and tracking
- Lead and contact management
- Mobile app customer relationship management (CRM)
- Workflow automation
11. Hurrah!
Best for: Creating dynamic and engaging multimedia leader boards using data from your CRM
SMB price range: Contact the sales team for custom pricing
Hurrah! video leaderboard
Hurrah! offers a multimedia leaderboard used to track sales goals and motivate sales teams by recognizing high-performing sales reps. It also works with your CRM and uses performance data to create the leaderboards. It’s great for inside sales teams that work in offices where multimedia (TVs or video walls) are used because it keeps sales goals top of mind, inspires friendly competition, and allows sales managers to publicly recognize star performers.
Hurrah! Key Features
- Leaderboard creation from sales data
- Countdown timer
- Ability to customize leaderboards (with music, videos, and so on)
- CRM integration (Salesforce and Microsoft Dynamics)
- Ability to pull sales data from external sources, such as Excel or CSV files
- Unlimited tech support
Bottom Line
There is no shortage of tools and software on the market to help you stay on track with your sales goals. Some are quite tactical, such as tools that help you motivate your team to focus and take the necessary actions to complete goals. Others include strategic features, informing you of your personal and your team’s performance over time. Regardless of the type of goal tracker you need, we hope you find the tools that can help your small business effectively track and manage your personal sales goals.
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