I have been trying to get goals working but I feel like it just isn't working, I've tried support and I've had multiple runs at this but I can't see to reliably track metrics.
We run quarterly sales revenue goals across the team. I have, just about, got a pipeline coverage report working but infuriatingly there will be times I find blanks or it doesn't work.
But when I try and create a revenue against goal graph for the sales manager report it will not show the goal no matter how I do it.
I find myself unable to shake the feeling that the goals functionality is trying to do too much at once and isn't really working the way we as sales managers work?
Hi @daveon! This may sound like a really simple question, and I apologize. Have you looked through the Creating Goals documentation in Knowledge Base? I try to start there, then look at Academy to see if there's a lesson.
When creating a revenue goal report, keep in mind the following:
You can add sales goals to a report byadjusting the Display optionsin the report builder. The report must be a single-object deal report that includes a date property. The report must also use theLine or Areachart type.
When using sales goals in custom single-object reports, it's recommended to include a filter for a specific pipeline associated with the goal. Otherwise, all pipelines will be factored into the report.
Revenue goal is calculated as follows: (goal revenue / total number of days in the selected date range) x number of days so far in the selected date range.
For example, if the date range in your report is set toThis month, the calculation would be: (goal revenue / total number of days in the month) x number of days in the month so far.
Vertical bar,Line, andAreacharts with a date property on the X-axis.
Horizontal barcharts with a date property on the Y-axis.
If your report meets one the above criteria, you can add a monthly goal to the report by clickingChart Settings in the Configure tab of the report builder.
Please note:it is not possible to report on team goals.
That last line is very interesting - are you trying to report on team goals?
Beyond that, I agree with @Edouardbrunetot that working one-on-one with someone may be helpful. This feels like an ask that's bigger than just screenshots.
If you're still needing help, let me know. I'll see if I can walk you through it.
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
I find using goals within the goals tool pretty ok - its definitely NOT intutive and I have to help my team out every single time. But using goals in reports is horrible. I want to be able to set just a basic company wide revenue goal - not by team/user/pipeline. But I cant see how to do that.
In this case, you should create a "Company" team that includes everyone in the organization. This would allow you to set a company-wide revenue goal without segmenting it by team, user, or pipeline ?
But then you could ONLY set those company wide team goals, correct? As people can only be main member in one team and extras dont count. for goals. So having a goal for one product which all sales are included but then team goals for example focused of different industries would not be possible?
Hey! I find the same thing super frustrating so I've decided to just build an app to fix it. We are looking for alpha users so have a look incase this is interesting to you www.lavametrics.com
Hi @daveon! This may sound like a really simple question, and I apologize. Have you looked through the Creating Goals documentation in Knowledge Base? I try to start there, then look at Academy to see if there's a lesson.
When creating a revenue goal report, keep in mind the following:
You can add sales goals to a report byadjusting the Display optionsin the report builder. The report must be a single-object deal report that includes a date property. The report must also use theLine or Areachart type.
When using sales goals in custom single-object reports, it's recommended to include a filter for a specific pipeline associated with the goal. Otherwise, all pipelines will be factored into the report.
Revenue goal is calculated as follows: (goal revenue / total number of days in the selected date range) x number of days so far in the selected date range.
For example, if the date range in your report is set toThis month, the calculation would be: (goal revenue / total number of days in the month) x number of days in the month so far.
Vertical bar,Line, andAreacharts with a date property on the X-axis.
Horizontal barcharts with a date property on the Y-axis.
If your report meets one the above criteria, you can add a monthly goal to the report by clickingChart Settings in the Configure tab of the report builder.
Please note:it is not possible to report on team goals.
That last line is very interesting - are you trying to report on team goals?
Beyond that, I agree with @Edouardbrunetot that working one-on-one with someone may be helpful. This feels like an ask that's bigger than just screenshots.
If you're still needing help, let me know. I'll see if I can walk you through it.
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!