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.
2. Click +New in the top ribbon
3. Fill in required fields
![](https://media.screensteps.com/image_assets/assets/005/385/528/original/4c2440cf-2150-4c3f-9503-56a57326127a.png)
- 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.
5. Click the Targets tab
If applicable, add an integer value to the Target (Integer) field.
7. Click Actuals for a real-time progress report
![](https://media.screensteps.com/image_assets/assets/005/385/534/original/509d3de1-e1d7-43a2-8e62-a01a2bd79047.png)
10. Change Goal Manager
![](https://media.screensteps.com/image_assets/assets/005/389/864/original/7a40b148-057f-4689-b4c4-cc538938dfc9.png)
To assign a new Manager, click Change Goal Manager, then select the user and click Assign.
11. When complete, click Close Goal
![](https://media.screensteps.com/image_assets/assets/005/389/866/original/5efdbc6b-4426-49eb-9439-640e9f31d552.png)
Select the Status, Closed or Discarded, then click Deactivate.