Sales goal trackers are software that keep tasks and targets organized so they stay top of mind. There are many types of software business owners can use to effectively track sales goals and achievements like Kanban boards, leaderboards, and dashboards. Here are 11 top options to help you choose what’s right for you.
The 11 Best Sales Goal Trackers
|Sales Goal Tracker Software||Best For|
|Trello||Customizable management of goals and activities that are part of a longer sales cycle|
|Any.do||Mobile sales professionals needing location-based reminders to complete sales activities|
|Wunderlist||Creating sales activities lists that can be shared and delegated to achieve goals|
|Google Tasks||Creating and updating sales tasks from Google Calendar, Gmail, and Documents|
|Workplace Arcade||Engaging entire teams with micro-incentives like redeemable points for completing sales activities|
|Smartsheet||Collaborative sales teams wanting to use spreadsheets and Kanban boards to track sales activities|
|Timeon||Salespeople using dashboards for quick performance insights and automated timers to complete sales tasks|
|KanbanFlow||Inside salespeople using the Pomodoro technique (with 25-minute timer) to complete sales activities|
|Monday||Defining your own sales goal tracker, housing customer data, and creating multiple pipeline views|
|Pipedrive||Creating Kanban style sales pipelines incorporating sales goals, sales activities, and reminders|
|Hurrah!||Creating dynamic and engaging multimedia leader boards using data from your CRM|
Let’s look at each type of sales tracking software in detail:
Best For: Kanban-style presentation of sales goals and activities part of a long sales cycle
SMB Price Range: Free to $9.99 per user per month
Trello is a project management tool that uses Kanban boards that give a quick visual of a project sale and the necessary stages and activities to complete or close it. 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. Prices range from $0 to $9.99 per month per user making it attractive for small businesses.
Trello can be adapted for tracking sales goals by creating cards that represent your sales stages and adding supporting tasks and sales goals to those cards with deadlines that will show on the cards. You can also use it to track and move multiple sales through your pipeline. It’s great for B2B businesses with complex sales cycles. It can also be great for tracking certain B2C sales activities like real estate or insurance transactions with multiple steps before deals are closed.
“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
Trello’s features include Kanban boards, subtask cards, due date reminders, and places to add notes. They also include sharing and collaboration features allowing multiple people to complete activities for a sale. It also includes stickers and checklists which makes tracking fun and helps keep you organized. Its ability to drag and drop cards between stages make it easy to track where you are in the sales cycle.
Key features of Trello include:
- Individual and Team Boards
- Tasks & Subtasks
- Add team members to the team space and boards
- To-do lists
- Assign tasks to team members
- Due Dates & Reminders
- Adding Descriptions and Attachments
- Custom Backgrounds & Stickers
Best For: Mobile sales pros needing location-based reminders to complete sales activities
SMB Price Range: Free to $2.99 per month
Any.do is a task and project management tool that is used to keep important sales activities top of mind. It’s flexible, allowing you to choose the view that most suits you, be it Kanban or calendar view of important sales activities. It’s great for keeping track of sales goal activities that need to be completed within long sales cycles. Any.do also has location-based activity reminders. Prices range from free to $2.99 per month.
The location-based reminders make it ideal for mobile sales professionals. While they are out in the field, they can be reminded of key activities like following up with a nearby prospect after you’re done with a customer meeting. Its mobile apps and the ability to view your task list and calendar on virtually any device makes managing your day easy from anywhere. Also, the ability to share tasks makes it great for salespeople working on teams.
Any.do Key Features
Any.do’s sales tracking software features allow you to create and share lists of sales activities. It also allows you to select a view that works for you to keep important sales tasks top of mind. Its location-based reminders allow you to work from anywhere and be reminded of tasks and follow-ups with clients and prospects nearby.
Key features of Any.do include:
- Available in different languages
- Location-based reminders
- General Reminders (non-location based)
- Theme Customization
- Creating & Sharing Tasks
- Syncing Tasks
- Adding and Deleting Tasks
Best For: Creating sales activities lists that can be shared and delegated to achieve goals
SMB Price Range: Free to $4.99 per month, per user
Wunderlist is task management software that can be used to keep important sales activities visible. It’s great for delegating sales tasks as well as collaboration. You can make comments on tasks, assign them to team members, and attach important documents to them. Prices range from free to $4.99 per month, per user.
Being able to create, share and assign sales tasks make it ideal for sales managers and team leaders wanting to divvy up activities, driving and tracking faster completion of sales goals. It’s also great for sales colleagues or partners working together to close a deal. Wunderlist can also benefit a mobile salesforce because of the ability to view task lists and calendars on virtually any device from anywhere.
Wunderlist Key Features
Wunderlist’s key features include creating, sharing, and assigning tasks and lists. Other important features in the software are being able to make comments and notes, creating subtasks, and linking files with tasks and lists.
Below are key Wunderlist features:
- Creating Lists and Tasks
- Establishing Tasks Due dates
- Setting Reminders
- Prioritize Tasks and Lists Using Stars
- Assigning Tasks
- Sharing Lists and Tasks
- Sharing and Creating Comments/Notes
- Attaching Files
Best For: Creating and updating sales tasks from your Google Calendar and Gmail account
SMB Price Range: Free
Google Tasks allow 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. You can also create tasks from emails in your Gmail account and from within Google Drive and other document tools.
Google Task Features
Google task features include adding tasks, selecting due dates and times that appear on your calendar, and adding subtasks. These features help you break down sales activities into actionable tasks that need to be completed in order to achieve sales goals.
Google Task Features include:
- Task Creation from Calendar, Gmail, Documents, and Other Productivity Tools
- Add Details and Create Sub Tasks
- Setting Due Dates and Times
- Appearance on Google Calendar
- Due Date Notifications
Best For: Gamification and using micro-incentives to promote completion of sales activities
SMB Price Range: $15 per month, per user to $20 per month, per user
Workplace Arcade is gamification software that uses micro-incentives like points or small prizes to reward salespeople for completing sales activities required 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 heart when the same top performers win sales contests.
Workplace Arcade is affordable, with prices ranging from $15 per month per user to $20 per month per user. It’s great for sales teams with long sales processes and many steps in between. It’s also great for motivating other people on the sales team besides the top performers who always win.
Workplace Arcade Key Features
This sales goal tracker has a variety of features including the use of redeemable points as incentives. It also offers the ability to use stars to recognize sales people, and social tools for teams to acknowledge each other’s achievements.
Key features of Workplace Arcade include:
- Points that are redeemable for prizes
- Social tools where teams can acknowledge each other’s achievements
- Stars that sales team members can give each other as recognition
- Engagement Analytics
- Engagement News Feeds
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 month, per user
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. Pricing starts at $14 per month for a single user and increases to $25 per month per user for multiple users.
You can also create a sales dashboard with all of your reporting and data. It provides the ability to create workflows and automate repetitive tasks. Smartsheet allows you to build forms and collect data and can be shared and created by multiple people. Team collaboration portals make it easy to communicate with your colleagues. These features make it great for sales teams working together to organize and track sales goals.
Smartsheet Key Features
Smartsheet includes functionality that allows sales teams to track progress they are making in long sales cycles including Gantt charts, spreadsheet views, and Kanban boards. With the Kanban boards, you can move tasks around with drag and drop features. It also offers user portals where teams can communicate and work together.
Additional key features of Smartsheet include:
- Multiple Sales Tracking Views (Kanban boards, spreadsheets, calendars)
- Reporting Dashboards
- Collaboration Portals
- Forms Builder
- Workflows & Automations
- Publish & Share Smartsheets
What It’s For: Salespeople using dashboards for quick performance insights and automated timers to complete sales tasks
SMB Price Range: Free to $12 per month, per user
Timeon is a project management tool that can be used to track sales goals with its reporting and performance dashboard features. Not only can you track sales goals, it also has an automated time to motivate you to focus on completing sales goals and tasks right away. Performance dashboards allow you to see how you’re tracking against your revenue targets and other sales metrics. The pricing is simple at $12 per month, per user for all features.
The automated timer encourages you to work efficiently while the performance dashboards lets you know how you’re performing over time. These features make it great for individual sales professionals and sales managers working in long sales cycles as they help salespeople stay focused on key tasks while showing them along with their sales managers how they’re performing overall.
Timeon Key Features
Timeon’s key features include automated time tracking and performance dashboards. It also includes recurring projects that can be used for sales professionals who are also responsible for projects and account management.
Below are a list of key features:
- Automated Time Tracker
- Simultaneous Time Tracking (Multiple trackers running at once)
- Performance Dashboards
- Recurring Projects
What It’s For: Inside salespeople using the Pomodoro technique (with 25-minute timer) to complete sales activities
SMB Price Range: From free to $5/user, per month
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. 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.
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. It allows them to chunk sales activities into numbers of Pomodori or blocks of time and then check off the activities as they are complete. It’s affordably priced with most teams being able to use the free version that doesn’t have limitations as far as number of boards, task, or users.
KanbanFlow Key Features
KanbanFlow’s key features include the Pomodoro timer and board displaying tasks and subtasks. Other features include the ability to copy boards, Pomodoro statistics, task completion forecasting, and dashboard creation.
Below are key features of KanbanFlow:
- Kanban Board
- Pomodoro Technique Timer
- Task and Subtask Creation
- Swim Lanes (columns of tasks and activities)
- Task Completion Forecasting
- Task Completion Statistics
Best For: Defining and creating your own sales goal tracker to meet your unique needs
SMB Price Range: From $17 per month for two users to $289 per month for 25 users
Monday is a flexible task management and collaboration tool that can be used as a sales goal tracker. It features colorful Kanban boards that keep key tasks visible to sales teams. Features include the ability to create and share multiple boards. You can also create and view sales pipelines in a variety of ways including calendar views, map views, chart views and timeline views, which help sales professionals stay on track. Prices start at $17 per month for 2 users.
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 pre-defined solution. The flexibility Monday offers allows sales professionals to define and track sales goals on their own terms.
Monday Key Features
Monday’s key features include creating sales goal trackers with multiple views from calendar views to charts. Other key features are flexibility and customization, the ability to share Kanban boards, and time tracking. It’s best for sales professionals and managers needing a comprehensive sales goal tracker they can fully customize to meet their needs.
Key features of Monday include:
- Drag and Drop Kanban Boards
- Task and Subtasks
- Multiple Dashboards
- Collaboration Tools
- Multiple Views Including Calendar, Map, and Charts Views
Best For: Creating Kanban style sales pipelines incorporating sales goals, sales activities and reminders
SMB Price Range: $12.50 per month, per user to $49.17 per month, per user
Pipedrive is great for sales goal tracking because of its Kanban style pipelines with embedded activities and activity reminders in each pipeline stage. Because 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, create sales goals and corresponding sales activities that are automatically tracked. Prices start at $12.50 per month, per user.
Pipedrive is great for B2B sales professionals with long and complex sales cycles because it helps keep you focused on tasks that need to be completed at each stage of the sales cycle. Completion of these tasks get you and your prospects closer to closing deals.
Pipedrive Key Features
In addition to the Kanban pipeline representation, Pipedrive’s key features include activity reminders, sales reporting, and sales forecasting. These features keep both sales activities and financial metrics top of mind, motivating sales teams to reach their goals.
Key features of Pipedrive include:
- Kanban Pipelines
- Activity Alerts and Reminders
- Reporting and metrics
- Sales activity performance and tracking
- Lead and contact management
- Mobile CRM
- Workflow Automation
Best For: Creating dynamic and engaging multimedia leader boards using data from your CRM
SMB Price Range: Contact for pricing
Hurrah! offers a multimedia leaderboard that is used to track sales goals and motivate sales teams by recognizing salespeople as they do their jobs. It replaces using spreadsheets or whiteboards to show who’s achieving their goals. It works with your customer relationship management tool (CRM) and uses performance data to create the leaderboards. Hurrah! has unpublished pricing, but offers a free trial.
It’s great for inside sales teams that work in offices where multimedia (TVs or Video Walls) are used. Videos and music can be incorporated into the leaderboards adding another element of fun and team spirit. It keeps sales goals top of mind, inspires friendly competition, and allows sales managers to publicly recognize star performers.
Hurrah! Key Features
Key features include integrations with CRMs like Salesforce and Microsoft Dynamics. It can also pull sales data from other sources like Excel and CSV files. Other information can be displayed like charts from sales reports or dashboards.
Key features of Hurrah! include:
- Leaderboard Creation from Sales Data
- Count-down Timer
- Ability to Customize Leaderboards (with music, videos, etc.)
- CRM Integration (Salesforce and Microsoft Dynamics)
- Ability to Pull Sales Data from Other Sources (Excel, CSV files, etc.)
How We Evaluated Sales Goals Trackers Featured
We evaluated the sales goals trackers featured here using a variety of criteria 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 and task management and reminders that could be used to track sales goals. 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 on what we looked at in each category:
- Ease of Use: Sales tracking software and sales goal trackers should be easy to use to increase adoption rates and to reap the benefits of the tools.
- Price: They should be affordably priced or free so they aren’t a financial burden.
- Visual Appeal: It’s easier to track sales activities and goals when you’re using a tool that is visually appealing.
- Task Management: Sales goal trackers are more effective with task management tools that help you stay on top of key tasks required to achieve sales goals.
- Alerts & Reminders: Reminders and alerts make sales goal trackers more effective by never letting you forget to complete a sales task.
- Visual Display of KPIs and Related Data: We looked at sales goal trackers that allowed users to display performance data in a way that’s visually appealing, whether through Kanban boards, graphs and charts, or checklists.
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 tools are from each other, we included the ones that were easy to use and effective in tracking sales goals and activities.
Frequently Asked Questions
What are KPIs?
A KPI (Key Performance Indicator) is a unit of measure that shows how an important area of your business is performing. It helps entrepreneurs focus on the most important performance measures, such as number of qualified leads or number of product demos. KPIs are used to track how you are performing relative to your sales goals.
How do I set sales goals?
Sales goals are set based on overall company revenue goals. For example, if your revenue goal for the year is $500k, you must then set your sales goals by product, region, territory, etc., based on your overall company revenue goal of $500k. If you have multiple sales channels, then you must allocate the revenue your sales team is responsible for along with the channels other areas like direct marketing or advertising is responsible for.
How can I create my own dashboard?
The two main ways of creating your own sales dashboards include using spreadsheets and using sales data from your CRM. If you use spreadsheets, you must first track sales and create reports. Then you must use the data to create a graph, chart, or other visual representation. However, you can also create a dashboard in a CRM with the click of a few buttons.
The Bottom Line – Sales Goal Tracker Software
There are many tools on the market to help you stay on track with your sales goals. Some are very tactical, motivating you or 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, there’s bound to be one presented here that will meet your needs.