What this screen is for
A goal sets a target for a metric over a period. Each card shows the metric and the period it covers, whether it is company-wide or set for one representative, the amount achieved against the target, and a progress bar with the percentage attained. Bars change colour as a goal approaches and passes its target.
New goals take a metric, a period (monthly, quarterly or yearly presets, or your own start and end dates), a target value, and an optional label so the goal reads in your own words rather than as a bare metric name.
When to use it
Set goals at the start of a month or quarter and check them here as it progresses. Because attainment is scoped to the period, a low figure early in a period is expected rather than a problem.
What you see on this screen
Each goal is a card:
- The heading — your own label for the goal where you gave it one, otherwise the metric's name.
- The line beneath — the metric, the period it runs between, and whether it is company-wide or set for one representative.
- The figures — what has been achieved, and beside it the target.
- A progress bar — red under 30 per cent, amber under 60, the house colour under 100, and green once the target is met.
- The percentage attained, with a flourish once you pass the target.
Filters and actions
New Goal opens a short form: a Metric, a Period set either by the Monthly, Quarterly and Yearly buttons or by typing the two dates yourself, a Target, and an optional Label so the goal reads in your own words. The bin icon deletes a goal.
There are no filters, no search and no sort.
Status values
The three metrics a goal can measure:
- Revenue won — the value of deals that reached a stage marked as won.
- Deals won — the number of those deals.
- Leads created — leads that arrived in the period.
All three are counted inside the goal's own dates, so a low figure early in a period is simply the period being young.
Related
- CRM Dashboard — where goal attainment is also shown
- Deals — the pipeline most revenue goals are measured from