Goals

Owned by Max Nie
Last updated: Apr 10, 2024
3 min read

Goals are a way of keeping track of an objective/OKR/KPI for a user, a team, or an account.

 

Navigating to the Goals section

You can reach the Goals section by going to the left side of the Sales CRM and going to the goals section from the left side of the screen.

Goals Sales CRM.png

From that screen, you will be able to see all the existing goals, and create new goals as well.

Creating a Goal

In the Goals Screen, you can create a new goal by selecting the “+ New Goal” in the upper right section of the screen.

creating goal sles crm.png

From there, you will need to configure a few elements in order to set up your new goal. The elements are explained below

Goal Type

The goal type refers to the “nature” of the goal and how it is being calculated. The options for goal type are as follow:

  • Added: Refers to new deals added to an account (company) or the value of the new deals to an account (company). Example: 5 deals per month for Acme Corp.

  • Progressed: Number of deals (count) that are under a certain stage or the value of the deals (e.g: $ value) for a certain stage. Example: 500$/per month in “Negotiation”

  • Won: The number of deals that have been won or the value of won deals. “Won” refers to the stage of the deals.

Assignee

The assignee sections determines who is taken in consideration for the calculations of the goals.

  • User: Specify one user that is part of the pipeline who will carry out the goal

  • Team: Every user in the pipeline is taking part in the goal

  • Account: Determine which one account (company) to be used as recipient for the goal

Pipelines

Refers to the stage of the sales funnel that you want to use as to calculate the progress of a goal. You can add multiple.

Frequency

Depicts how often the goal is being measured during its duration, or the block of time used to group the metrics together:

  • Daily

  • Weekly

  • Monthly

  • Quarterly

  • Yearly

Duration

Use the date picker to determine the start and end date of the goal

Tracking Metric

The measure of success for the goal to be achieved. There are currently two ways of calculating success:

  1. Count: Set the number of deals for the goal to be a success (e.g: 5 deals a month in “Negotiation”)

  2. Value: Set the amount that deals should sum up to be a success (e.g: 500$ a week won across the pipeline)

 

Once the elements of the goals have been inserted, you can save the goal. It will be displayed in the Goals section with the information you created.

 

Visualizing a Goal

To visualize the progress of a goal, you can do so in the Dashboard section of the Sales CRM.