See what to do next to hit today's goal

Next up answers the question the daily goal raises: how do I get the rest? It only ever shows your own records, so it is not a ranking of people.

1. 1Open Momentum. Beside the daily goal you will see Närmast att landa, your three best chances.
2. 2Choose Se allt to open the full page.
3. 3The page has two lists. Närmast att landa is your open deals, most likely to close first, using the deal's own probability or its stage's. Behöver en knuff i dag is the deals where a follow-up is due or the close date has already passed. A deal more than six months past its close date, with no recent follow-up, is treated as stale and left out of both lists.
4. 4Select a deal or a customer to open it.

The heading at the top says how many more sales you need today. Once you have hit the goal it tells you so, and the lists carry on as what to chase next.

If your company counts registered orders instead of won deals, the page shows Väntar på kunden: orders you registered that the customer has not confirmed yet, oldest first.

Next up is read-only. It does not change a deal, and a deal that has no owner, or that belongs to a colleague, never appears in your list.