How do we set up company goals in InsightSquared?

In InsightSquared, you are able to track how your company is doing against a variety of goals:

  • Bookings: This is your company-wide goal, measured against your primary value
  • Revenue: This goal is what you expect to receive in a month, and is available on revenue-based reporting, such as in the SaaS package
  • Number of Deals/Placement

Admins are able to input these in Settings > Set Goals. There is both an easy to navigate UI, as well as an import/export functionality available. When using the on-screen editing, an entered goal will automatically populate for future months, until a new number is entered.

For more information on company goals, please visit our Support Library or contact



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  • How to set goals in the Marketing Dashboards?

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