Target Meter | Online Help - Zoho CRM

Target Meter

Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through pile of reports to get these informations, all you need to do is choose a target meter and define the relevant parameters and get the data.

Let's take an example to understand this better. Say, Zylker Inc. wants to set targets for a period of six months for each region and keep track of any gap that may occur. They can choose the multibar target meter  style and set the target for the sales manager's. In additon, they can also set individual targets for each sales manager in case the expected revenue varies region wise. This data will give a comprehensive and clearer picture of the target that was set for each region or individual and the target that was achieved. 

Create a Target Meter

Based on your business requirement you can choose from 4 different types of Target Meters:

  • Dial Gauge (with max value)
  • Bar
  • Multiple Bar
  • Traffic Lights

To create a target meter

  1. Click the Dashboards tab.
  2. In the Dashboard Builder page, select the dashboard in which the Target Meter has to be added.
  3. Click Add Component.
  4. In the Add Component page, click the Target Meter.
  5. In the Add Target Meter page, click the desired Target Meter Style.
  6. In the next page, do the following:
    • Enter the component name.
    • Select the Set target for, Target metric and Duration from the drop-down list.
      Click + Criteria filter to remove any data that should not be captured.
    • Specify the Target.
  7. Click Save to save the target meter in a dashboard.
    Click Add & Reorder to add and rearrange the components.
  • In the Traffic lights target meter style, you can customize the target meter to denote whether the numbers are in safe zone, danger, etc.
  • You can Clone, Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in the component.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                        Still can't find what you're looking for?

                        Write to us:



                          Zoho Marketing Automation

                            Zoho Sheet Resources


                                Zoho Forms Resources

                                  Secure your business
                                  communication with Zoho Mail

                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times

                                    Carry your calendar with you
                                    Anytime, anywhere

                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now

                                                Zoho SalesIQ Resources

                                                    Zoho TeamInbox Resources

                                                            Zoho DataPrep Resources

                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW

                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now

                                                                                      • Related Articles

                                                                                      • Configuring Motivator for Zoho CRM

                                                                                        Motivator for Zoho CRM To access Motivator for Zoho CRM Go to Setup > General > Motivator. Click Access Motivator.  You will be redirected to the Motivator for Zoho CRM Home Page in the new tab. Motivator for Zoho CRM can also be accessed from the ...
                                                                                      • Motivator for Zoho CRM - Overview

                                                                                        Sales is a fast-paced, high-pressure environment which keeps salespeople always on their toes. The constant pressure and unpredictable nature of working with customers can easily cause a burnout. Even the most highly trained and qualified salesperson ...
                                                                                      • Analytical Components - Overview

                                                                                        Zoho CRM provides different types of analytics components for user dashboards. The list of components that the users can choose from is: Charts - Chart is a graphic representation of the user's data. It gives quick insights into records for easy ...
                                                                                      • When working on projects which target prospects and involve many stakeholders, how can I flag groups of contacts for any project related activity?

                                                                                        You can use the tagging feature to flag the right contacts for any project related activity. Read more about tagging here.
                                                                                      • Creating and working with forecasts

                                                                                        What is a sales forecast? A Sales forecast is similar to a weather forecast, where you predict the weather based on various factors such as humidity, precipitation, air speed, wind speed, etc. and make plans for the day. It is the process of ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace



                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.

                                                                                          Zoho Show Resources