How to create a report which shows a users individual goal performance

SOLVE
danstutaylor
Participant

I'm looking to create a deal / revenue report which shows the individuals (filter by "me") deals closed and performance vs their goal. 

 

I have a team of 4 working from the same pipeline and each have personal goals set. 

 

The deals closed total vs goals report only shows the whole pipeline goal rather than the individual.

 

Can anyone tell me how to show the individual goal on this report? 

 

Thanks

Dan

0 Upvotes
1 Accepted solution

Accepted Solutions
webdew
Solution
Top Contributor | Diamond Partner

Hi @danstutaylor ,

In the same report, add a filter Deal owner and select your resps name (check SS 1below) amd then in visulazation add the deal owner in displaying (SS 2)
1. 

webdew_0-1618327516918.png
2. 

webdew_1-1618327643235.png

 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

4 Replies 4
TiphaineCuisset
Community Manager

Hi @danstutaylor 

 

Thank you for reaching out

 

I want to tag some of our experts on this - @Josh @Drew_Cohen @Daniel_Bleich do you have any suggestions for @danstutaylor on this? 

 

Thank you

Best

Tiphaine


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0 Upvotes
webdew
Solution
Top Contributor | Diamond Partner

Hi @danstutaylor ,

In the same report, add a filter Deal owner and select your resps name (check SS 1below) amd then in visulazation add the deal owner in displaying (SS 2)
1. 

webdew_0-1618327516918.png
2. 

webdew_1-1618327643235.png

 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

danstutaylor
Participant

Thanks webdew, this has solved it for me!

0 Upvotes
webdew
Top Contributor | Diamond Partner

Glad to know @danstutaylor . 🙂