What are the most important Sales KPIs to track?

The most important Sales KPIs include pipeline coverage, deal velocity, forecast accuracy, win rates, lead quality, sales capacity, average contract value (ACV), quota attainment, and revenue retention. These KPIs help sales and RevOps teams understand how deals progress through the pipeline, identify bottlenecks, and measure the overall health of the revenue engine. Tracking these metrics consistently enables better forecasting, improved sales productivity, and more predictable revenue growth.

How can TargetBoard improve Sales performance?

TargetBoard improves Sales performance by centralizing CRM, forecasting, and finance data into a single source of truth. This gives leaders real-time visibility into pipeline performance, deal progression, conversion rates, and revenue quality. With automated KPIs and audit-ready metrics, sales and RevOps teams can identify risks earlier, improve forecast reliability, optimize rep productivity, and align sales execution with revenue targets. TargetBoard removes manual reporting, enabling teams to focus on strategic actions that drive performance.

Which Sales tools does TargetBoard integrate with?

TargetBoard integrates with tools like Salesforce, HubSpot, Gong, and leading forecasting platforms. These integrations ensure that pipeline data, deal insights, activity signals, and financial metrics stay consistent and accurate across systems. By unifying these tools, TargetBoard provides a fully connected view of sales performance from top-of-funnel engagement to closed revenue.

What if our Sales systems aren't listed?

If a system isn't listed, TargetBoard can typically connect through custom integrations, or APIs. Our implementation team works closely with your RevOps and IT teams to map your sales process, unify your data sources, and ensure every KPI flows into the platform accurately. This ensures complete coverage for even the most complex or custom sales tech stacks.

Is TargetBoard secure for sensitive customer data?

Yes. TargetBoard is designed to protect sensitive sales, customer, and revenue information using enterprise-grade security across every layer of the platform. This includes encryption in transit and at rest, role-based access controls, audit logs, secure authentication, and compliance with SOC 2–aligned standards. Sales and finance teams can confidently use TargetBoard as a trusted system for critical pipeline and revenue metrics.

Can we customize our Sales KPI framework?

Absolutely. TargetBoard allows full customization of your KPI formulas, definitions, pipeline stages, sales segments, forecasting rules, filters, and dashboards. This ensures your Sales KPI framework reflects your unique go-to-market motion—whether your model is enterprise, mid-market, PLG, channel-driven, or hybrid. Customizable dashboards make it easy for sales leaders, RevOps, and finance teams to track the metrics that matter most to your revenue strategy.

A Sales KPI Solution That Turns Data Into Action

TargetBoard connects CRM, forecasting, and finance systems into one unified source of truth so sales leaders gain the clarity to optimize strategies, enhance customer relationships, and drive increased revenue.

🔍 Sales Performance KPIs

Revenue

Metric name

Value

Actions

Win Rate

28%

+3% vs. prev period

Pipeline Conversion Rate

3.4x

-6% vs. prev period

Forecast Accuracy

92%

+4% vs. prev period

Higher close rates and improved forecasting increased revenue confidence, though declining coverage ratio highlights pipeline risk.

We Help Teams Drive Predictable Revenue

Turn Sales Data Into Predictable Growth

TargetBoard centralizes CRM, pipeline, and forecasting data to help sales leaders and RevOps teams track core KPIs like win rate, deal velocity, forecast accuracy, pipeline coverage, and revenue performance. By unifying sales metrics in one platform, teams gain real-time visibility into pipeline health and revenue predictability.

See How It Works

Revenue Impact

Revenue Attainment

89% of Target

6% vs. prev period

Revenue Mix

😴 On Track

Pipeline Efficiency

Deal Velocity

38 Days

-12% vs. prev period

Prospect

Qualified

Proposal

Closed

😦 Proposal Stage Bottleneck

Conversion Effectiveness

Win Rate

28%

3% vs. prev period

😴 Stable

Integrates Seamlessly With Your Sales Stack

TargetBoard connects with tools like Salesforce, HubSpot, Gong, and leading forecasting platforms to ensure unified, accurate, and audit-ready KPIs across the entire revenue lifecycle, from first touch to closed won.

Browse Integrations

Don’t Just Take Our Word for It…

"TargetBoard provided our product engineering organization with multi-layered real-time insights.”

Subbu Y.

VP Product Delivery & Product Ops

"TargetBoard enhanced our go-to-market performance with a fast, intuitive, full-funnel view, from lead״

Oren Ezra

CMO

Why Customer Success Leaders Choose TargetBoard

Out-of-the-Box KPI Catalogs

Predefined AI adoption and impact frameworks ready to deploy and customize.

Built for Instant Adoption

From setup to insights in days, with no heavy implementation effort or disruption.

Real-Time Dashboards

Clear visibility into AI usage, performance impact, and trends across systems.

Cross-Functional Alignment

Connects Product, Engineering, Operations, HR, and Leadership around shared AI KPIs.

Governance You Can Trust

Version-controlled KPI logic with clear definitions and audit-ready transparency.

Book a Demo

Mastering Sales KPIs

Improve revenue performance by integrating CRM, forecasting, and finance data into a unified sales intelligence layer. Accurately track pipeline health, deal velocity, win rates, sales capacity, and pricing discipline to align your revenue strategy with predictable growth.

Browse Metrics

last 30 days

Revenue Booked

$4.2M

11% MoM

Revenue growth accelerated as deal velocity improved across mid-market segments.

Explore How Different Teams  Use TargetBoard AI

Engineering KPIs

Track velocity, quality, and efficiency to speed up innovation. Build more innovative products and keep your

Project KPIs

Stay on top of deadlines, resources, and budgets. Project KPIs keep your team aligned, reduce delays, and ensure every project delivers measurable results.

AI Adoption KPIs

Measure model usage, workflow automation, and business outcomes.AI Adoption KPIs help you track real impact, accelerate integration, and maximize ROI from AI across your organization.

Sales KPIs

Measure pipeline health, campaign impact, and revenue growth. Sales & Marketing KPIs help you focus efforts, close more deals, and accelerate business growth.

HR KPIs

Track engagement, retention, and performance. HR KPIs help you create a culture where employees thrive, productivity grows, and talent stays for the long run.

Software Capitalization

Stay compliant while maximizing ROI. These KPIs give finance and engineering a shared view of investment value, aligning teams on strategic priorities.

Measure the Impact of Sales KPIs

A Sales KPI Solution That Turns Data Into Action

🔍 Sales Performance KPIs

We Help Teams Drive Predictable Revenue

Performance Predictions

Pipeline Quality Insights

Deal Velocity Insights

Sales Capacity Planning

Pricing and Margin Analysis

Turn Sales Data Into Predictable Growth

Revenue Attainment

89% of Target

Deal Velocity

38 Days

Win Rate

28%

Integrates Seamlessly With Your Sales Stack

Don’t Just Take Our Word for It…

Subbu Y.

Oren Ezra

Why Customer Success Leaders Choose TargetBoard

Out-of-the-Box KPI Catalogs

Built for Instant Adoption

Real-Time Dashboards

Cross-Functional Alignment

Governance You Can Trust

Mastering Sales KPIs

Explore How Different Teams Use TargetBoard AI

Engineering KPIs

Project KPIs

AI Adoption KPIs

Sales KPIs

HR KPIs

Software Capitalization

Common Questions About Sales KPIs

Company

Product

Solutions

Explore How Different Teams  Use TargetBoard AI