🔗 This add-on is included on Professional and Performance plans.
For detailed information about this particular add on, you can check 👉 here.
What are goals?
Goals help set clear targets within a company to better plan efforts and focus on desired outcomes. By defining specific objectives, users gain direction, enabling them to concentrate on the work needed to achieve these targets. This functionality allows users to set personal goals, choose a timeframe (daily, weekly, monthly), and monitor progress on the Dashboard.
What does this function allow?
Each user can set goals to track the progress of their activity logged in ForceManager. Available goal types include:
Check-in Visits (geolocated)
Management Visits (non-geolocated)
New Companies
New Opportunities
Won Opportunities
Sales
Colours indicate goal status: green (achieved), orange (in progress), and red (underachieved)
Next, on the “More Goals“ section, select the activity type you want to create (Check-in, phone calls, etc.) and complete the creation form, where the goals is defined:
Select the amount (10, 50, 100, etc.)
Enter the deadline for completing the goal (daily, weekly, etc.)
Once you have created your goals you can view them from the "Dashboard" and follow up their progress. ForceManager will provide information so that you can analyze if your goals progress properly.
Click on the goal you want follow up and you will see two tabs:
Information: you will see the description and the goal details.
Performance: you will see the activities you had done so far to achieve the goal.
If you have more than three active objectives and you need to check one that does not appear in the Dashboard, click on “See all” and on the objective you want to check out.
You can edit your goals as needed. Just click the goal you wish to modify and, from the main page, click "Edit", located in the top right corner of the screen. You can modify the goal value and click on “save” to save changes.
You can also add new goals or delete them as needed. Just click "Edit" to view all active goals (they can be de-activated clicking on the “-“ icon and saving changes) and click "More Goals" option at the bottom of the screen to create as many Goals as you need.
From this screen, you can sort them according to your preferences. To do this, drag and drop each indicator in the order in which you want them to be displayed.
How can I manage from the web version?
Goals are managed from the web version of ForceManager in the Sales Analysis menu.
In the menu, under the "Intensity" tab, you'll find the "Goals" chart, where you can track and even manage all previously configured goals.
From here, you can add or modify any necessary goals. Click the button below to learn more about setting up goals in the web application.