Set Sales Targets
Installation
SKILL.md
Set Sales Targets
Goal
Help the user set or review their monthly KPI goals. These goals appear on the Dashboard as progress bars on the New Business, Outbound, Meetings, and Proposals cards.
The Four Targets
| Target | DB Field | Metric tracked | Unit |
|---|---|---|---|
| New Business | revenue_target |
Total value of deals won this month | £ amount |
| Outbound | outbound_target |
Calls, emails, LinkedIn messages logged | count |
| Meetings | meetings_target |
Meetings held with external attendees | count |
| Proposals | proposal_target |
Proposals generated or logged | count |
Execution Flow
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