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Goal Management Tools for Sales & Revenue Teams
Albert Richer

Unpacking Insights: The Most Effective Goal Management Tools for Sales & Revenue Teams Market research suggests that effective goal management tools can be a game changer for sales and revenue teams. According to a recent survey, about 70% of organizations that implemented goal-setting frameworks reported improved team performance and alignment (source: Gartner). Reviews reveal that tools like Asana and Trello are commonly noted for their user-friendly interfaces and robust collaboration features, which often lead to higher team engagement. In contrast, products that prioritize flashy marketing over functionality may not provide the same value; many users indicate that simplicity and ease of integration are far more important than extensive but underused features. Interestingly, when it comes to software performance, platforms like Gtmhub and Perdoo tend to rank highly in comparison studies for their capabilities in tracking key performance indicators (KPIs) alongside objectives. Users often find these tools not just helpful in setting goals but also in maintaining accountability within teams. Unpacking Insights: The Most Effective Goal Management Tools for Sales & Revenue Teams Market research suggests that effective goal management tools can be a game changer for sales and revenue teams. According to a recent survey, about 70% of organizations that implemented goal-setting frameworks reported improved team performance and alignment (source: Gartner).

Similar Categories
1
Expert Score
9.8 / 10
592
88
CUSTOMIZABLE DASHBOARDS
ENTERPRISE READY

BrightGauge Goal Management

BrightGauge Goal Management
View Website
BrightGauge is a goal management dashboard specifically designed for sales and revenue teams. It allows organizations to set, track, and monitor sales goals across teams, providing real-time insights to drive revenue growth and inspire sales teams.
BrightGauge is a goal management dashboard specifically designed for sales and revenue teams. It allows organizations to set, track, and monitor sales goals across teams, providing real-time insights to drive revenue growth and inspire sales teams.
CUSTOMIZABLE DASHBOARDS
ENTERPRISE READY

Best for teams that are

  • Managed Service Providers (MSPs) using ConnectWise or Autotask
  • Service teams tracking tickets, utilization, and billable hours
  • IT leaders combining data from RMM, PSA, and finance tools

Skip if

  • Non-MSP sales teams (SaaS, Retail) lacking IT-specific integrations
  • Businesses not using ConnectWise or similar PSA platforms
  • Teams wanting modern sales gamification (UI is report-focused)

Expert Take

Our analysis shows BrightGauge solves the specific accountability problem MSPs face by automating the feedback loop between data and employee behavior. Research indicates its 'Process vs. Outcome' goal framework allows managers to track leading indicators (like calls made) alongside lagging indicators (like revenue), directly powered by data gauges. While retention limits are a documented tradeoff, the ability to auto-email weekly scorecards makes it a critical tool for operational maturity.

Pros

  • Automated weekly goal check-in emails
  • Distinguishes Process vs. Outcome goals
  • Exceptional support with personalized video guides
  • Deep integration with ConnectWise ecosystem
  • Pre-built gauges for 40+ MSP tools

Cons

  • Expensive per-datasource add-on pricing
  • Limited historical data retention
  • Slow development of new integrations
  • Goals interface can be clunky
  • Reporting can be slow to load
2
Expert Score
9.7 / 10
417
65
REAL-TIME INSIGHTS
ADVANCED ANALYTICS

Ambition Sales Tracking Software

Ambition Sales Tracking Software
View Website
Ambition is a robust sales tracking software designed for sales and revenue teams, providing a comprehensive solution to manage and track objectives and results. With an emphasis on goal management, this platform offers tools for setting, tracking, and achieving sales targets, making it highly beneficial for professionals in this sector.
Ambition is a robust sales tracking software designed for sales and revenue teams, providing a comprehensive solution to manage and track objectives and results. With an emphasis on goal management, this platform offers tools for setting, tracking, and achieving sales targets, making it highly beneficial for professionals in this sector.
REAL-TIME INSIGHTS
ADVANCED ANALYTICS

Best for teams that are

  • Mid-to-enterprise sales teams focused on gamification and culture
  • Managers needing automated scorecards and coaching templates
  • Teams wanting TV leaderboards to visualize Salesforce or HubSpot data

Skip if

  • Small businesses or startups with limited budgets due to high costs
  • Teams looking for simple tracking without gamification features
  • Organizations without a supported CRM to feed performance data

Expert Take

Our analysis shows Ambition distinguishes itself by merging performance metrics with behavioral psychology through its 'Fantasy Sales' gamification and structured coaching workflows. Research indicates it is particularly effective for enterprise sales teams using Salesforce who need to drive specific behaviors rather than just track results. Based on documented features, its ability to broadcast real-time wins to Slack and office TVs creates a high-visibility culture of accountability that many competitors lack.

Pros

  • Fantasy-sports style gamification
  • Structured coaching orchestration tools
  • Deep Salesforce & Slack integration
  • Real-time TV leaderboards
  • SOC 2 Type 2 compliant

Cons

  • No dedicated mobile app
  • Pricing not publicly available
  • Initial setup can be complex
  • UI reported as cluttered
  • Requires CRM data hygiene
3
Expert Score
9.6 / 10
731
87
TOP SALES BOOSTER
TEAM ALIGNMENT MASTER

OKR Software by Profit.co

OKR Software by Profit.co
View Website
Designed specifically for sales and revenue teams, OKR Software by Profit.co provides a robust framework for setting, tracking, and achieving ambitious goals. Its collaborative features facilitate seamless team-wide communication and alignment, while its analytical capabilities offer crucial insights into performance metrics.
Designed specifically for sales and revenue teams, OKR Software by Profit.co provides a robust framework for setting, tracking, and achieving ambitious goals. Its collaborative features facilitate seamless team-wide communication and alignment, while its analytical capabilities offer crucial insights into performance metrics.
TOP SALES BOOSTER
TEAM ALIGNMENT MASTER

Best for teams that are

  • Organizations implementing the OKR framework across departments
  • Leadership aligning high-level strategy with daily execution
  • Companies linking sales goals to broader cross-functional objectives

Skip if

  • Sales-only teams looking for simple quota or commission tracking
  • Small teams finding the OKR methodology too complex or heavy
  • Users seeking dedicated sales gamification rather than strategic alignment

Expert Take

Our analysis shows Profit.co stands out by bridging the gap between high-level strategy and daily execution through its proprietary PEEL (Plan, Execute, Engage, Learn) framework. Unlike lighter tools, it offers enterprise-grade depth with HIPAA and SOC 2 compliance, making it viable for regulated industries. Research indicates its deep Jira integration—allowing Epics to function as Key Results—specifically solves alignment challenges for product and engineering teams.

Pros

  • Comprehensive PEEL methodology for strategy execution
  • Deep Jira integration with Epic-to-KR linking
  • HIPAA, SOC 2, and ISO 27001 certified
  • Free plan available for up to 5 users
  • 24/7 live customer support

Cons

  • Steep learning curve for new users
  • Complex navigation and UI can be overwhelming
  • Notification overload for super users
  • Manual effort required for cloning OKRs
  • Customization options can be daunting
4
Expert Score
9.4 / 10
586
100
AI-POWERED PERFORMANCE
PIPELINE MANAGEMENT EXPERT

Gong - Revenue AI OS

Gong - Revenue AI OS
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Gong is a powerful revenue AI operating system purpose-built for revenue and sales teams. It provides a comprehensive suite of tools to drive sales, manage goals, and optimize strategies. With its robust AI capabilities, Gong identifies patterns and insights from customer interactions, helping teams enhance their sales approach and close deals with confidence.
Gong is a powerful revenue AI operating system purpose-built for revenue and sales teams. It provides a comprehensive suite of tools to drive sales, manage goals, and optimize strategies. With its robust AI capabilities, Gong identifies patterns and insights from customer interactions, helping teams enhance their sales approach and close deals with confidence.
AI-POWERED PERFORMANCE
PIPELINE MANAGEMENT EXPERT

Best for teams that are

  • Mid-market to enterprise teams focused on conversation intelligence
  • Leaders needing AI-driven "reality-based" pipeline forecasting
  • Teams recording calls who want deep deal execution insights

Skip if

  • Small businesses with tight budgets due to high platform fees
  • Teams not recording sales calls or meetings
  • Organizations seeking a standalone goal tracker without AI analytics

Expert Take

Gong is an absolute game-changer for sales and revenue teams. It leverages AI to provide valuable insights, helping sales professionals understand customer needs and respond more effectively. The software's goal management and deal tracking features align the team towards a common goal, enhancing productivity and revenue. Gong is not just another SaaS solution, it's a robust platform that understands and caters to the unique needs of sales teams in today's competitive business environment.

Pros

  • Advanced AI capabilities
  • Real-time insights
  • Robust goal management
  • Efficient deal tracking
  • Excellent support

Cons

  • May be complex for beginners
  • Pricing could be steep for smaller organizations
5
Expert Score
9.2 / 10
616
141
SEAMLESS CRM INTEGRATION
GOAL MANAGEMENT PRO

Dynamics 365 Sales Goals

Dynamics 365 Sales Goals
View Website
This SaaS solution from Microsoft, Dynamics 365, is specifically designed to help sales and revenue teams set, track, and manage their goals. Its robust features and intuitive interface make it an excellent tool for sales organizations to define and measure their progress, particularly in the context of OKRs (Objectives and Key Results).
This SaaS solution from Microsoft, Dynamics 365, is specifically designed to help sales and revenue teams set, track, and manage their goals. Its robust features and intuitive interface make it an excellent tool for sales organizations to define and measure their progress, particularly in the context of OKRs (Objectives and Key Results).
SEAMLESS CRM INTEGRATION
GOAL MANAGEMENT PRO

Best for teams that are

  • Current Dynamics 365 users needing native, integrated goal tracking
  • Sales teams requiring hierarchical goal rollups (manager to rep)
  • Organizations tracking static revenue quotas or activity counts

Skip if

  • Sales teams not using the Microsoft Dynamics 365 CRM ecosystem
  • Organizations needing real-time predictive forecasting (requires Forecasts module)
  • Small businesses wanting simple setup without complex configuration

Expert Take

Our analysis shows that Dynamics 365 Sales Goals excels in complex enterprise environments where simple flat targets aren't enough. Research indicates its ability to handle multi-layered parent-child hierarchies and custom rollup queries allows for precise alignment with organizational structures. Based on documented features, the deep integration with Power BI and Excel transforms static goal data into actionable insights, making it a powerhouse for data-driven sales teams.

Pros

  • Supports complex parent-child goal hierarchies
  • Deep integration with Microsoft 365 ecosystem
  • Customizable rollup queries for precise filtering
  • Tracks revenue, count, and custom metrics
  • Scalable daily automated rollup calculations

Cons

  • Requires expensive Enterprise license tier
  • Steep learning curve for configuration
  • No native automatic recurring goal creation
  • Interface described as clunky by users
  • Complex security model for goal access
6
Expert Score
9.1 / 10
587
138
USER-FRIENDLY INTERFACE
VALUE FOR MONEY

HubSpot Sales Goals

HubSpot Sales Goals
View Website
HubSpot's 'Create Sales Goals' is a SaaS solution specifically designed for sales and revenue teams to set, track, and manage their sales objectives. It addresses the unique need in this industry for user-specific goals at various levels, providing a clear and measurable path to sales success.
HubSpot's 'Create Sales Goals' is a SaaS solution specifically designed for sales and revenue teams to set, track, and manage their sales objectives. It addresses the unique need in this industry for user-specific goals at various levels, providing a clear and measurable path to sales success.
USER-FRIENDLY INTERFACE
VALUE FOR MONEY

Best for teams that are

  • Teams already using HubSpot Sales Hub Professional or Enterprise
  • Managers tracking revenue quotas and activity metrics in one place
  • Users wanting integrated reporting without third-party tools

Skip if

  • Users on HubSpot Free or Starter plans (limited to revenue only)
  • Sales teams primarily using Salesforce or non-HubSpot CRMs
  • Enterprises needing highly complex, custom metric calculations

Expert Take

Our analysis shows that HubSpot Sales Goals excels because it is natively built into the CRM, allowing for real-time tracking of revenue and activities without data syncing delays. Research indicates that the ability to set waterfall goals for ramping reps and align individual targets with broader team forecasts makes it a powerful tool for sales leaders. However, the restriction of activity-based goals to the Professional tier is a notable limitation for smaller teams.

Pros

  • Native integration with CRM data
  • Waterfall goals for ramping hires
  • Templates for revenue and activities
  • Visual forecasting dashboards
  • Team and individual goal assignment

Cons

  • Activity goals require Pro plan
  • Pivot table reporting limitations
  • Goal duration must match forecast
  • Limit of 1,000 custom goals
  • Steep price jump for Pro

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 BrightGauge Goal Management
No No Contact for trial Yes Yes Email/Ticket only Not specified ConnectWise, QuickBooks, Slack Enterprise plans only Contact for pricing
2 Ambition Sales Tracking Software
Yes No Yes - 14 days Yes Yes Yes Not specified Salesforce, Slack, Microsoft Teams Yes Contact for pricing
3 OKR Software by Profit.co
Yes Freemium Yes - 14 days Yes Yes Yes ISO 27001 Slack, Microsoft Teams, Google Workspace Yes Contact for pricing
4 Gong - Revenue AI OS
Yes No Contact for trial No Enterprise API only Yes SOC 2 Salesforce, Slack, Microsoft Teams Yes Contact for pricing
5 Dynamics 365 Sales Goals
Yes No Contact for trial No Yes Yes SOC 2 Microsoft Teams, Outlook, Power BI Yes Contact for pricing
6 HubSpot Sales Goals
Yes Freemium Yes - 14 days Yes Yes Yes ISO 27001 Google Workspace, Microsoft 365, Slack Yes $50/month
1

BrightGauge Goal Management

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
ConnectWise, QuickBooks, Slack
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
2

Ambition Sales Tracking Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Slack, Microsoft Teams
Supports SSO
Yes
Starting Price
Contact for pricing
3

OKR Software by Profit.co

Has Mobile App
Yes
Has Free Plan
Freemium
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Slack, Microsoft Teams, Google Workspace
Supports SSO
Yes
Starting Price
Contact for pricing
4

Gong - Revenue AI OS

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Slack, Microsoft Teams
Supports SSO
Yes
Starting Price
Contact for pricing
5

Dynamics 365 Sales Goals

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft Teams, Outlook, Power BI
Supports SSO
Yes
Starting Price
Contact for pricing
6

HubSpot Sales Goals

Has Mobile App
Yes
Has Free Plan
Freemium
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Google Workspace, Microsoft 365, Slack
Supports SSO
Yes
Starting Price
$50/month

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How We Rank Products

Our Evaluation Process

The 'How We Choose' section for Goal Management Tools for Sales & Revenue Teams outlines a comprehensive evaluation process based on multiple key factors. Products were assessed on specifications, features, customer reviews, ratings, and overall value to ensure a well-rounded comparison. Specific considerations that influenced the selection process included the tools' ability to set, track, and manage sales goals, integration capabilities with existing systems, and user-friendliness for sales teams. The research methodology focused on analyzing product specifications and features, gathering and evaluating customer feedback, and reviewing ratings to determine the price-to-value ratio, ultimately leading to an informed ranking of the six evaluated products.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of sales performance metrics.
  • Rankings based on analysis of user reviews and expert recommendations for goal management features.
  • Selection criteria focus on integration capabilities, user interface, and team collaboration functionalities.

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Score Breakdown

0.0 / 10

What This Award Means