Setting goals and success criteria will help your team stay clear and focused on the most important performance indicators for their role. Once a Goal record is setup, your sales team members can track their progress from their Dashboards.
Let's get started.
1. Navigate to the Sales application and area, then click the Goals entity
View Goals for yourself, or change the view.
2. Click +New in the top ribbon
3. Fill in required fields
- Name - The title of the record that best describes the Goal.
- Goal Owner - Who the Goal is for.
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Goal Metric - How the Goal will be measured. You can add new Goal Metric records by clicking the magnifying glass next to the text box and then +New Goal Metric.
- Note that after the record is saved for the first time, this field becomes locked and the value cannot be edited.
- Manager - Lookup to the Goal Owner's Manager.
- Parent Goal - Lookup to other Goal records.
- Use Case Example: A "parent" Goal could be used to track the entire team's progress towards a revenue target. Then each member of the team has a "child" Goal with a portion of that target as their success metric.
4. Click the related Time Period tab
Fill in information about the Time Period for the Goal. Note, the From and To fields populate based on the Fiscal Period and Fiscal Year fields.
5. Click the Targets tab
If applicable, add an integer value to the Target (Integer) field.
6. If there are related Goals, add a Child Goal from the related Child Goals tab
7. Click Actuals for a real-time progress report
8. Click the related Goal Criteria tab
- Roll Up Only from Child Goals - Include data metrics from child Goals in Actuals or not.
- Record Set for Rollup - All or Owned by goal owner.
- Select All if it is a parent Goal where the related child Goals have different goal owners and you want to see all of the data rolled up.
- Select Owned by goal owner if the child Goals are owned by the same goal owner.
- Rollup Query - Actual(Money) - Lookup to query.
- Click the magnifying glass and click +New or use an existing query record.
- Rollup Query - In-progress(Money) - Lookup to query.
10. Change Goal Manager
To assign a new Manager, click Change Goal Manager, then select the user and click Assign.
11. When complete, click Close Goal
Select the Status, Closed or Discarded, then click Deactivate.