Goals

A goal you see every single day.

Each rep sets their own monthly amount and number of quotes. Winly always shows what is done, what is left and whether the current pace will reach the goal.

Your goal, your ownership

When reps set the goal themselves, they own it. Winly asks for four numbers at the start of the month and keeps them big on the home screen.

  • Monthly and weekly revenue
  • Quotes per day, week and month
  • Number and value of won quotes

Pace and forecast

Winly calculates every day whether the current pace reaches the goal. If you fall behind, you see it now, not on the last day of the month.

  • Forecast: €380,000 at current pace
  • Gap: €120,000, about 4 quotes
  • Comparison with last month

Manager target and rep goal

Not every quote is won. Managers can set a higher internal target so the team reaches further and results beat the plan.

  • Team goal next to your own
  • Internal target visible to managers only
  • History month by month

Questions

Can reps see the manager's target?

No. Reps see their own goal and the team goal. The internal target is visible to managers only.

Can goals be set per product?

Yes. Besides revenue you can set goals for number of quotes, won deals and product groups.

Be among the first

Winly opens in stages. Leave your details and we will write when it is your team's turn.

We use your details only to tell you when Winly opens. Privacy