Sales Goals in SalesNexus provide a structured way to measure revenue progress, manage opportunities, and visualize deal movement through pipelines. By combining goal tracking with customizable pipelines, stages, and automation, Sales Goals help teams monitor performance and optimize their sales process in real time.
This guide explains each major function within Sales Goals and how they work together.
Sales Goals Overview
Sales Goals live under the Goals section of the platform. Each goal represents a measurable objective, such as tracking opportunity conversions or revenue progress across one or more pipelines.
From the Goals page, users can:
Create new Sales Goals
View existing goals and their progress
Access goal-specific pipelines and opportunities
Creating and Defining a Sales Goal
When creating a Sales Goal, users define:
Goal name – identifies the objective
Description – explains what the goal measures
Goal type – Sales or Marketing (Sales Goals focus on opportunities and revenue)
Once created, the goal becomes a container for pipelines, stages, and opportunities tied to that objective.
Goal Details Panel
The Goal Details panel displays high-level performance metrics, including:
Success rate
Total opportunities
Conversions
Pending opportunities
These metrics update automatically as opportunities move through pipeline stages, giving a real-time view of progress toward the goal.
Opportunities in Goal
The Opportunities in Goal panel shows all opportunities associated with the Sales Goal. From here, users can:
View linked opportunities
Add new opportunities directly to the goal
Track opportunity count and total value
Opportunities added here are automatically connected to the goal’s pipelines and metrics.
Goal Pipelines
Goal Pipelines define how opportunities move through the sales process. A Sales Goal can use:
The default pipeline, or
One or more custom pipelines
Pipelines provide structure by organizing opportunities into stages that represent progress milestones.
Pipeline Selection and Management
Within a goal, users can:
Create new pipelines
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Switch between pipelines using the dropdown
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Set a pipeline as default using the star icon
Edit or delete existing pipelines
This flexibility allows teams to tailor pipelines to different sales motions or strategies.
Stages Within a Pipeline
Each pipeline is made up of stages, such as:
New Lead
Qualified
Proposal
Negotiation
Closed Won or Closed Lost
Stages appear as columns on a board, providing a visual snapshot of deal flow.
Creating Stages
When creating a stage, users define the core structure and timing expectations for that step in the pipeline. Each stage includes the following configuration options:
Stage name – clearly labels the step in your pipeline (for example, Leads or Qualified).
SLA (hours) – sets the expected amount of time an opportunity should remain in the stage before action is required, helping surface stalled deals and enforce timely follow-up.
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Stage position – allows you to insert the new stage into a specific position in the pipeline at the time of creation, rather than adding it only to the end. This makes it easy to refine or reorganize your pipeline flow without rebuilding stages later.
Together, these settings give you precise control over how opportunities move through your pipeline and how performance is measured at each step.
AI-Recommended Pipelines
SalesNexus can automatically generate optimized pipelines.
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AI-recommended pipelines accelerate setup while incorporating proven sales best practices.
Stage Controls and Settings
SalesNexus allows you to reorder pipeline stages at any time to better match how opportunities move through your sales process. By clicking the button, you’re taken to a dedicated view where stages can be dragged and dropped into a new sequence without deleting or recreating them. Once saved, the updated order is applied across the entire pipeline, immediately reflecting the revised workflow.
Each stage includes built-in controls:
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Conversion toggle – marks stages that count as conversions
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Search field – quickly locate opportunities within a stage
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Stage pagination controls – Allows you to adjust how many opportunity cards display per stage column and navigate between pages when the number of records exceeds the visible limit.
Stage Triggers
Each stage includes Stage Triggers, which allow you to automate actions based on activity that occurs while an opportunity is in that stage. Stage Triggers help enforce consistency, prevent stalled opportunities, and ensure critical actions happen automatically as your pipeline progresses.
Stage settings (gear icon) – access automation and behavior options
For deeper guidance, explore these related articles:
Navigating Stage Triggers: When Functions – Learn how each trigger condition works and when to use it.
Navigating Stage Triggers: Then Functions – Understand the actions that can be executed once a trigger is activated.
Conversion Tracking
When the conversion toggle is enabled:
Opportunities entering that stage count toward goal conversions
Conversion metrics update automatically
This removes the need for manual tracking and ensures consistent reporting.
Adding Opportunities to a Sales Goal
Opportunities can be created directly from the Sales Goal interface. Each opportunity includes:
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Title
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Contact
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Amount and currency
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Assigned pipeline
This ensures all opportunities contribute to goal performance from the moment they are created.
Opportunity Value and Revenue Tracking
Opportunity values drive:
Pipeline value totals
Revenue forecasting
Goal success metrics
As opportunities move forward, their values roll up into the Sales Goal automatically.
Pipeline Assignment for Opportunities
Opportunities can be assigned to:
The default pipeline, or
A specific custom pipeline
This determines which stages the opportunity appears in and how it progresses.
Visual Opportunity Cards
Opportunities appear as cards within pipeline stages, displaying:
Opportunity name
Contact
Deal value
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Progress percentage
Cards provide an at-a-glance view of deal health and status.
Drag-and-Drop Deal Movement
Opportunities can be moved between stages using drag-and-drop. This:
Updates pipeline position
Adjusts conversion and success metrics
Reflects real-time sales progress
Automated Progress and Metrics Updates
As opportunities move:
Goal metrics update instantly
Conversion counts reflect stage changes
Success rates adjust automatically
This ensures reporting accuracy without manual intervention.
Monitoring Goal Performance
Sales Goals provide continuous insight into:
How many deals are active
How many have converted
Where deals are stalling
This visibility helps teams make informed decisions and course-correct quickly.
Optimizing Your Sales Process
With Sales Goals and pipelines in place, teams can:
Refine stage definitions
Adjust conversion points
Improve SLAs and automation
Build more predictable revenue workflows
Over time, this creates a scalable, data-driven sales system.
Summary
Sales Goals in SalesNexus unify goal tracking, pipeline management, opportunity movement, and conversion measurement into a single, cohesive experience. By combining visual pipelines with real-time metrics and automation, Sales Goals give teams the clarity and control needed to drive consistent sales performance.
For a deeper look at how similar concepts apply to marketing workflows, continue to An In-Depth Guide to Marketing Goals.
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