Setting up Objectives and Accomplishments on your Sales Plan and Solution


You can setup your joint objectives, i.e, define the KPIs and goals for each KPI for your joint sales plan or solution.

Examples of KPIs include, # Opportunities, # Closed Deals, Pipeline Revenue/ARR, Closed Revenue/ARR, etc.  You can have different metrics for each sales plan or solution.

You can also add/update accomplishments to your sales plan/solution to view the gradual progress towards the objectives of your sales plan/solution. You might also want to enter your partner's contribution as an accomplishment.


  1. Navigate to the Sales Plan or Solution to which you want to add/edit one or more objectives and/or accomplishments.

  2. In the Objectives and Accomplishments section, click the pencil icon that is highlighted on hovering in the section.
  3. Edit Shared Objectives and Accomplishments screen opens. Click +Objective and/or +Accomplishment to enter an objective or accomplishment.

  4. After entering details for an objective and/or an accomplishment, click Save.
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