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Sprint S09 โ€” Revenue Goals & Attainment: Set Targets, Track Attainment in Real Time

ยท 2 min read

Sprint S09 ships the Revenue Goals module: define revenue and deal-count targets per period, measure attainment against won deals in real time, and project month-end performance with a pace indicator.

What's newโ€‹

  • Monthly and quarterly goals โ€” configure a revenue target (EUR) and deal-count target per period via POST /api/revops/goals
  • Real-time attainment โ€” actual revenue and deal count from won deals measured live against the target (GET /api/revops/goals/attainment)
  • Pace indicator โ€” projects end-of-month attainment based on days elapsed; tells the team whether they're on track
  • Attainment card in the RevOps dashboard โ€” three goal rows:
    • Monthly revenue (EUR, with progress bar)
    • Monthly deals (won deal count)
    • Quarterly revenue (accumulated across 3 months)
  • Inline editor โ€” update targets with a single click directly in the dashboard, no settings screen required
  • DB migration โ€” period_key (YYYY-MM / YYYY-QN) and target_count added idempotently via ALTER TABLE

Why it mattersโ€‹

Sales teams need a live answer to "Where do we stand?" โ€” not an end-of-month spreadsheet. The attainment card shows actual vs. target at a glance, and the pace indicator flags early whether course correction is needed. For RevOps teams still switching between CRM and Excel, this is a direct time save.

Next stepโ€‹

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