Goals help your business set clear objectives for your team. You can create goals for:
- Winning more revenue
- Winning more deals
- Complete more tasks
- Add more activities
- Creating deals
- Moving deals forward
Creating a Goal
- Click on the Tools option in the side navigation and then select Goals.
- Click the +Add goal button in the top right corner.
- Select the Goal type and set the details.
- Track Progress: The leaderboard shows individual, team, and company progress toward each goal.
Understanding Goal End Dates
Goals automatically expire at the end of their set period:
- Weekly Goals: End at midnight between Sunday and Monday.
- Monthly Goals: End at midnight between the last day of the month and the first day of the next month.
- Quarterly Goals: End at midnight between the last day of the quarter and the first day of the next quarter.
- Yearly Goals: End at midnight between December 31 and January 1.
- To see expired goals, use the All filter at the top.
- To remove a goal, click the three dots beside it and select Delete.
- Goals only appear on the Leaderboard tile if more than one user (such as a team) is assigned to the goal.
- Recurring goals aren’t supported at this time.
- Goals cannot be edited after they are created.