Reporting on Goals: Calls Made, Meetings Held, Deals Created
Currently, there is not a way to report on Goals that are not revenue-based. We have goals set for each user for Calls Made, Meetings Held, and Deals Created but have no way to show how the users are tracking towards their goals on our reporting/dashboard.
This would be an extremely useful metric to have in our reporting.
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We were going to make a whole dashboard based on tracking call and meeting goals, so it was frustrating to realize this isn't possible. We would definitely appreciate this as a feature with reporting!
I think this really should be a dashboard. A number of clients actually would like to be the activities-based goals other than revenue based. I really hope this can be implemented faster.
En mi caso, también es un requerimiento muy prioritario para poder realizar el seguimiento a mi equipo de ventas de forma individual respecto a sus metas y cumplimiento. Creo que es un tipo de informe que no tiene tanta complejidad y deberia estar ya disponible.
Why do we have custom goals for calls and meetings if we can't report on it?
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