I would like to create a goal for each salesperson.
The goal is “Number of Deals Won”, not revenue etc. but actual sales won.
This should be displayed against what they have sold this Month / quarter / year on a dashboard / report.
Can this be done please? Thank you
Hi @LJuul,
Yes, this can be achieved with custom goals: Create custom goals
You could define a goal like shown below:
Und Add filters, select this:
You can then specify which users this should apply to, the goal dudration and set targets for each user.
Once set up, you can review goals under Menu > Reporting > Goals.
Best regards!
is it possible to make a report where I compare goals to actual sales?
Hi @LJuul,
The Goals section is the report. Once you set up the goals, it will auto-maintain and show goal progress.
If you’re asking whether this can be embedded in a dashboard, then no, that’s not possible.
I am able to type in gals per sales person, but it does not register the closed won sales. is thjere a time delay?
Also is it possible to display this report on a dashboard?
@LJuul Can you please share a screenshot of your goal configuration, like I did?
Regarding your dahsboard question, please see my previous reply: If you’re asking whether this can be embedded in a dashboard, then no, that’s not possible.
@LJuul that’s the goal overview, can you please share a screenshot of the configuration, like I did earlier?
