Plan next year's goals by asking

Setting a producer's goal usually means pulling three years of numbers and then explaining them. This demo shows a sales leader typing a request beside the Goal Planner form, getting a recommended goal explained in plain words, and saving monthly quotas only after she checks every month in a confirmation.

Overview

This video is for sales leaders and managing directors who set next year's goals and need to explain them to producers. Instead of pulling the history and working out the reasoning by hand, the leader asks for the plan in plain language.

What you'll see

The sales leader types, beside the Goal Planner form, a request to plan one producer's goal for next year. The reply explains the numbers in plain words: the producer's average annual sales, the rate at which they have been slipping, and the recommended goal that follows. The form beside the conversation shows the same plan month by month. She clicks Save, checks all twelve months and the total in the confirmation, and says yes. The quotas are saved, and a task records the saved goal plan for that producer, the months covered, and how to undo it.

How it works in Salesforce

Goal Planner conversation, an Agentforce agent, runs when someone types beside the Goal Planner form. It reads the form and the plan the Goal Planner engine returns from three years of won deals, asks for anything missing, re-plans when the form changes, and explains the numbers. It writes nothing itself: it proposes a plan to the form, and the form's own Save and Undo buttons write and reverse the monthly quotas.

Where people stay in control

Nothing is saved until the leader clicks Save and confirms the months and total. Every save is recorded on a task with instructions for undoing it.

Configured for your organization

PS Advisory provides the Goal Planner conversation as a foundational agent alongside the Goal Planner, so your leaders can plan goals by asking without a new tool to learn. It uses the same history and quota setup configured for your Salesforce org, and its explanations draw on your own producers' numbers.

Live Salesforce screens. Client data is simulated.