10 SMART sales goals you can set this month
Swap in your own numbers here. The point is the structure, not the specific figures.
1. Book 12 qualified discovery meetings a month for the next quarter
Meetings are one of the best leading indicators you've got in sales. If meetings dry up in April, revenue dries up in June. Set the goal on qualified meetings, and agree what qualified means first, so people aren't padding the diary with calls that go nowhere.
Track it by: meetings logged with a qualification field completed.
2. Improve demo conversion from 25% to 35% by the end of the quarter
A classic sales goal, and a good example of a conversion goal rather than a pure volume goal. It pushes sales people to make better calls and have more productive meetings.
Track it by: judging proposal-to-close rate or demo-to-deal rate reviewed fortnightly.
3. Win 3 new clients in [target sector] by 30 June
An outcome goal, but a focused one. Naming the sector keeps new business efforts from spreading thin across every warm lead. It also gives the rep a clear story to tell in their outreach.
Track it by: new accounts with a first deal closed in the period.
4. Increase average deal value by 10% over the next 6 months
Not every growth plan needs more deals. Sometimes it needs better ones. This goal might mean negotiating fees more confidently, selling a wider package, or prioritising roles and clients with higher value. It's a good fit for experienced reps whose volume is already near its ceiling.
Track it by: average deal value per month against the previous 6-month baseline.
5. Follow up on every proposal within 24 hours for the next 90 days
A process goal that's completely within a sales rep's control, and one that quietly wins deals. A slow follow-up is one of the easiest ways to lose momentum with a buyer who was interested last week.
Track it by: time between proposal sent and next logged contact.
6. Reactivate 10 dormant clients this quarter
Clients who've bought before but gone quiet for 12 months or more are often the warmest leads you have. They already know you and they liked the product enough to buy it. This goal turns a vague "we should call old clients" into something scheduled and measurable.
Track it by: dormant accounts with a new meeting, or deal logged.
7. Reach 50% of the quarterly target by the end of week six
This is a pacing goal. Plenty of teams hit the target in the final fortnight after a slow start, which makes forecasting stressful and weeks 9 to 12 miserable. A midpoint milestone spreads effort evenly and flags problems while there's still time to fix them.
Track it by: percentage of target achieved, checked weekly.
8. Log 100% of client activity in the CRM on the same day for the next month
Nobody gets excited about this, but it underpins every other goal on the list. If activity isn't logged, you can't coach on it, recognise it or forecast from it. It's also the goal that makes leaderboards and dashboards accurate enough to trust.
Track it by: spot checks in weekly one-to-ones, or activity timestamps against logged dates.
9. Ask for a referral after every closed deal, aiming for 4 introductions this quarter
Referrals convert better than cold outreach, but most reps only ask when they remember. Some companies build their entire business off the back of referrals. So making this a habit, with a clear number attached, turns happy clients into a steady source of new business.
Track it by: referral asks and introductions logged against closed deals.
10. Complete one call review with a manager every week for 8 weeks
This is a development goal. Pick one recorded call or client meeting a week, review it together, and agree one thing to try differently next time. 8 weeks is long enough to build a genuine habit and short enough to feel doable.
Track it by: reviews completed and the one action agreed each week.