Dashboards & Reporting

DCullen2
Member

Weekly goal based reports setup

Hi, 

 

I would like to setup weekly KPI goal tracking on calls & meetings and display on a dashboard. This can be displayed nicely using conditional formatting however it requires manually adjusting the threshold to show the KPI  

Screenshot 2025-01-20 at 9.13.23 AM.png

Intrested in how this could be achieved using goals which are much nicer to setup esp for revenue based KPIs. Alternatively what are others using for displaying meeting, call and sales KPI's on a salespersons dashboard without needing enterprise please

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1 Reply 1
DianaGomez
Community Manager
Community Manager

Weekly goal based reports setup

Hi @DCullen2,

 

Thanks for reaching out to the Community!

 

I’d like to invite our experts to join this conversation so they can share if they’ve done something similar and how they display it in their CRM, to give you some inspiration.

 

Hi @Lucila-Andimol, @JuanGomez0818, @Gilempert, @LautaroDelPlato, would you happen to have any suggestions on how @DCullen2 could achieve their goal?

 

Thanks for sharing 🧡

 

Wishing everyone an excellent week ahead!

Diana


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