Weekly goal based reports setup

[DCullen2]

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  

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

[DianaGomez]

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

[DianaGomez]

Hi @DCullen2,

I know you posted this question a little while back, and I wanted to check in to see if you've found a solution.

If you have, we'd be incredibly grateful if you could share the steps you took! Your insights would be immensely valuable for other users in the community who might face a similar challenge.

If you're still looking for a solution, please let us know.

Thanks so much for your help!
Diana