Corporate Goals

Overview

The corporate goals page shows a listing of ALL goals set up for your company, but also allows you to set a company wide goal for all users to see.

Listing

This listing will show all goals set up for your company, whether they are company wide or sales rep specific. You can view the details of any goal, or assign any goal as a primary goal here.

Setting up a new corporate Goal

At the bottom of the listing is a New Goal button. Clicking this will present you with the goal setup page. 

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When setting up a corporate goal, the following should be filled in:

Once a corporate goal is set, all of your users will be able to view it and/or apply it to their account as a primary goal with prominent placement on the homepage.

Goals are calculated on a nightly basis, so immediately after setting up a goal, it will not be visible.


Revision #1
Created 17 June 2022 21:28:38 by Jim
Updated 17 June 2022 21:37:23 by Jim