The goal
Close $100,000 in new sales by the end of the quarter
Make it yours: change the highlighted parts, the numbers and the wording. In Ascanti the dates are set from the quarter you start in.
How you'll know you got there
$100,000 closed this quarter, with next quarter's pipeline already started.
Why this works
Quarterly targets are usually missed in week 10, not week 12: the pipeline wasn't big enough early on. This plan works back from the number to the pipeline and activity you need, reviews the pipeline every week, and keeps the final month for closing rather than prospecting. It works for a solo seller or as a team goal.
Milestones
One checkpoint for each month of the quarter.
- Month 1Pipeline built: qualified pipeline worth 3 times the target
- Month 2Momentum: a third of the target closed and every late-stage deal has a next step
- Month 3Close: target hit and next quarter's pipeline started
Key results
Numbers you can check at any point to see whether you're on track.
- New sales closed: 100,000 $
- Qualified pipeline created: 300,000 $
- Discovery calls held: 40 calls
Starter habits
Prospecting block: 1 hour of new outreach
Every weekday · daily habitPipeline review
1 time / week · weekly habit
Your first week
- Work out the pipeline I need from my win rate and average deal size
- List every open deal with its stage and next step
- Block a daily prospecting hour for the quarter
- Book a weekly pipeline review with my team or manager
- Pick the 5 deals most likely to close this month
Use it in Ascanti
Pick this template in Goals, adjust the numbers and dates, untick anything you don't want, and Ascanti creates the goal with its milestones, key results, habits and week-one tasks in one step. Progress on the tasks and key results rolls up to the goal.
Ascanti is in private beta. Join the waitlist and we'll send you an invite.