This feature is only available for the following plans:

STARTER

PROFESSIONAL

PERFORMANCE

Click here for more information on our plans.

This graph allows you to set personal goals to analyse the registered activity progress in ForceManager. You can set a goal and a deadline to be completed (from the dropdown menu).

To access more features you need to contract GoalManager Premium.

Goals can be managed from the Sales Analytics menu of the ForceManager webapp.

Within the Sales Analytics menu, under the ‘Intensity’ tab you will find the ‘Goals’ graph from where you can keep track of your set targets or manage them. From there, you can add or modify all the goals that you need.

To make some edits, click on the set-up wheel that is at the top right of the widget. From here, you can add, edit and delete Goals.

Click "Add goals" to start measuring KPIs.

You’ll be taken to the settings screen where you can see all available activity to analyse. Next, complete the available fields to define a new target. Here you can choose what kind of objective (individual or team) will be the activity (check-in, calls ...), the amount (10, 50, 100 ...) and period in which you want that goal to be met (Daily, weekly ...). Finally, click on “Save” to save this process.

In the configuration screen, under "Active goals" you will see, on the left, all the goals that you have active, for you and for your team. You can sort them according to your preferences. To do this, drag and drop each indicator in the order in which you want to display them.

All the goals in the graph can be edited and you can modify them whenever you need. To do this, you must go to the settings and next to all your active goals, you’ll see the button ‘Update goal’ or ‘Delete’ when you no longer need it.