Set Sales Targets
Set Sales Targets
Goal
Help the user set or review their monthly KPI goals. These goals appear on the Dashboard as progress bars on the New Business, Outbound, Meetings, and Proposals cards.
The Four Targets
| Target | DB Field | Metric tracked | Unit |
|---|---|---|---|
| New Business | revenue_target |
Total value of deals won this month | £ amount |
| Outbound | outbound_target |
Calls, emails, LinkedIn messages logged | count |
| Meetings | meetings_target |
Meetings held with external attendees | count |
| Proposals | proposal_target |
Proposals generated or logged | count |
Execution Flow
Reading current targets
Use execute_action("get_targets", {}) — returns current month's targets or a message that
none have been set yet.
Setting a target
Use execute_action("upsert_target", { field: "<field>", value: <number>, confirm: true }).
Always ask for confirmation before writing unless the user has already confirmed.
Parsing user intent
| User says | Field | Example value |
|---|---|---|
| "revenue", "new business", "pipeline", "won deals" | revenue_target |
10000 |
| "outbound", "calls", "activities", "outreach" | outbound_target |
50 |
| "meetings", "calls booked", "demos" | meetings_target |
20 |
| "proposals", "quotes", "sent proposals" | proposal_target |
10 |
Handling ambiguous values
- "15k" → 15000, "£10k" → 10000, "100" → 100
- If the user says "revenue goal to 10k" this is £10,000 (revenue_target = 10000)
- If no unit is provided for revenue, assume the currency used by the organisation
Output Format
After a successful update, confirm clearly:
"Done! Your Meetings goal is now set to 20 meetings for this month. You can track your progress on the Dashboard."
After reading targets, summarise clearly:
"Here are your current monthly goals:
- New Business: £15,000
- Outbound: 50 activities
- Meetings: 20 meetings
- Proposals: 5 proposals"
If no targets have been set, offer to help:
"You haven't set any targets for this month yet. Would you like me to set them now?"
Error Handling
- If value is missing or not a number, ask the user: "What value would you like to set for your [field] goal?"
- If field is ambiguous (user says "my goal"), ask which KPI they mean
- If value is 0 or very low, confirm: "Just to confirm — you'd like to set your [label] goal to [value]?"