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Ready, Set, Goaling!

Navigate today. Anticipate tomorrow.

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CBA Webinar Series

Dale Johnson, Director – Data Information Services, Novantas
Alex Lee, Director – Solutions Client Services, Novantas

Goals can be wrong 40-50 percent of the time leading to problems in revenue forecasting and production, incentives and staff allocations. Are you setting the right targets for your teams?

Goaling as a practice has reached a tipping point. Between the increased complexity in the sales process, the hyper-scrutiny from regulators on sales practices, and the pressure to optimize in the face of a shrinking branch network, fundamental changes are needed.

Join Novantas experts as they discuss the key factors to consider when setting goals and how to roll them out effectively across your network.


  • Proprietary insights from the analysis of over 23,000 branches
  • Optimally deploying sales staff against goals
  • A case study of leading institutions’ successes and challenges

For more information, contact Novantas Marketing

+1 (212) 953-4444