Setting Sales Goals

Your current sales goal for the year can be found in the Project Log under My Work, at the top of your My Quotes and My Projects tabs. This is controlled by showing your sales goal from the Sales Goals data table for the current year.

Creating New Sales Goals

Navigate to the Project Log in the portal
Only Sales Managers have access to viewing this tab.
Under My Work select the &#8230
In the drop-down menu select the tab labeled Sales Goal Settings. Here, you will see a list of sales goals for all salespeople.
At the top of the list, select + Add New and enter all necessary information.
Regional and National are split into two different fields. Only fill in one field, depending on which team that salesperson belongs.

Modifying Current Sales Goals

Navigate to the [Project Log](https://portal.pwiworks.com/projects/sales-goals) in the portal
Only Sales Managers have access to viewing this tab.
Under My Work select the &#8230
In the drop-down menu select the tab labeled Sales Goal Settings. Here, you will see a list of sales goals for all salespeople.
On the right side select the Edit Goal button to change the dollar amount for that salesperson.
Regional and National are split into two different fields. Only fill in one field, depending on which team that salesperson belongs.

12 August 2025