How to Track Sales Goals in Salesforce (Without Spreadsheets)

Unlock Data-Driven Success with anyGoal in Salesforce

The Problem: Salesforce Lacks Flexible & Actionable Goal Tracking

Sales teams rely on Salesforce for tracking deals, pipeline, and revenue. But there's a huge gap—Salesforce reports show actual results, but they don’t tell you whether you're on track to hit your goals.

Without a clear way to compare actual vs. target goals on key sales metrics, sales managers are forced to:

If your team is setting revenue, activity, quota or custom targets in Salesforce but still relying on manual workarounds to track them, there’s a better way.

The Solution: anyGoal—Sales Goal Tracking Built for Salesforce

anyGoal is a 100% native Salesforce app designed to track, measure, and improve performance in real time. With anyGoal, you can:

  • Set & track sales goals directly inside Salesforce—no spreadsheets needed.
  • Track goals for any metric—leads, calls, meetings, pipeline, revenue, custom KPIs.
  • Set targets for any dimension—Users, Teams, Products, Territories, or custom structures.
  • Compare actual vs. target performance across reps, teams, and time periods.
  • Identify gaps early & adjust in real time to hit quotas before it’s too late.
  • Create analytic dashboards in seconds with custom Lightning components—Drag. Drop. Done.
  • Motivate reps with leaderboards, rankings, and gamification.
  • Get started in minutes with a simple, intuitive setup—flexible but easy to use.

How anyGoal Works for Sales Teams

anyGoal Bullseye Set Sales Goals for Any Metric

  • Pipeline Closed, New Opportunities, Revenue Won, Call Volume, Meetings Set—any KPI in Salesforce.
  • Assign targets by User, Team, Product, Territory, or any custom dimension.
  • Track goals for any time period: daily, monthly, quarterly, yearly.

anyGoal Bullseye Automatically Track Progress in Real Time

  • No more manual updates—goal results update automatically as Salesforce data changes.
  • See actual vs. target % achieved at a glance.
  • Drill down into underperforming reps, products, or territories.

anyGoal Bullseye Get Instant Feedback with Visual Goal Tracking

  • Custom color-coded results let you immediately see whether performance is on track or off pace.
  • No need to analyze raw data—at a glance, you can tell how your team, product, or region is performing.
  • Lightning components provide real-time insights that empower decision-making at every level.

anyGoal Bullseye Motivate & Improve Sales Performance

  • Create analytic dashboards in seconds with anyGoal’s custom Lightning components—Drag. Drop. Done.
  • Highlight top performers & encourage friendly competition.
  • Empower reps with visibility into their own goals to drive accountability.
anyGoal Lightning Components Demo
Visualize performance with anyGoal’s components — Donut, Gauge, Matrix, Stack Ranking, Progress Bar, and Line Chart.

📊 Standard Salesforce Reporting vs. anyGoal—What’s the Difference?

Feature Standard Reports anyGoal
Displays actual sales data
Shows % to goal in real time for any metric
Auto-updates as data changes (no manual exports)
Individual target goals by anything: User, Team, Product, Territory, Company, Custom etc.
Lightning components custom built for viusalizing performance analytics
Performance leaderboards on any metric
Any interval range (weekly, monthly, fiscal, custom etc.)
Simple setup—no complex report building

💡 Why anyGoal is the Best Choice for Sales Goal Tracking in Salesforce

  • More flexible than standard Salesforce reports—track any metric, not just revenue.
  • Set goals for any dimension—Users, Teams, Products, Territories, or anything your org needs.
  • Quick setup—get up and running in minutes with simple, intuitive controls.
  • Built for performance improvement—make goals visible, measurable, and actionable.

“For over four years, we’ve been leveraging anyGoal, and it’s been nothing short of perfect for monitoring our company’s performance at both macro and micro levels. Whether it’s assessing company-wide metrics or drilling down to individual customer data, anyGoal offers invaluable insights into our performance and enables us to measure our progress against our annual budget. Setting up anyGoal was a breeze, and the support provided has been exceptional. Without hesitation, I would highly recommend anyGoal to any organization seeking enhanced visibility into their company and sales team’s performance.”

Blake Hagge, Business Operations and Strategy

🚀 Get Started with anyGoal

Stop tracking sales goals manually.

See how anyGoal transforms Salesforce goal tracking in minutes.