Support Center

Creating Goals

Last Updated: Apr 16, 2014 11:53AM IST
You can create weekly/monthly/yearly goals for the total revenue or the number of leads closed for the users.

To create revenue goals, select Goals from the Insights dropdown.



Inside the Goals page, click on Create A Revenue Goal.



In the popup box, enter the parameters with which you wish to configure the user revenue goals and Click on Create Revenue Goal.



Once a Goal has been set, it can be viewed anytime by clicking on View progress from the Goals page.



The Goals achieved will be shown in a bar graph format.



To create the number of leads closed goals, select Goals from the Insights dropdown.



Inside the Goals page, click on Create A Leads Won Goal.



In the popup box, enter the parameters with which you wish to configure the leads won goals and Click on Create Leads Won Goal.



Once a Goal has been set, it can be viewed anytime by clicking on View progress from the Goals page. The Goals achieved will be shown in a bar graph format.

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