GoalManager

What are goals?

Sometimes a lot of tasks can build up around certain accounts. That’s why it’s useful to define and outline some goals to better plan efforts and focus on the targets to hit. Goals orientate us towards the right direction to follow a project through so it can be carried out in the best way possible.

This graph allows you to set personal and team goals to analyze the progress of activity recorded in ForceManager. You can set a goal and a deadline to complete it by (from the dropdown menu).

 

What does this function allow?

The goals that make up this graph are analyzed indecently from each other. You can choose which ones to activate based on what’s most important to you.

  • Check-in visits (geolocated): Shows the number of check-ins carried out in the selected period vs. the goal set.
  • Activity (excluding visits): Shows the number of manually added activities (not visits) from the selected period vs. the goal set.
  • Non-geolocated visits: Shows the number of non-geolocated visits in the selected period vs. the goal set.
  • New accounts: Shows the number of newly assigned accounts from the selected period vs. the goal set.
  • New opportunities: Shows the number of newly assigned opportunities from the selected period vs. the goal set.

You’ll also notice how the color of the graphs vary. These colors correspond to the evolution of activity and will change according to the difference between the amount of activity carried out and the goal set.

  • Green: If you’ve passed or hit the target.
  • Orange: If you’ve completed more than 50% of the goal.
  • Red: If you’re falling short of the goal in the allocated time.

What plans are available?

For this integration, there are two available editions.

Basic Version

With the basic version, any user of this functionality will be able to create and manage its own goals.

Premium Version

All users can create their own goals.

  • All users can create their own goals.
  • Team managers can assign individual goals to members of their team. These goals take precedence over goals created by the individual.
  • Team managers can define goals for the entire team from the web app: from the Goals menu and from the Goals widget located in Sales Analysis.
  • Team goals can be configured so that only managers can view them or so that they are visible to all members of the team.
  • Team managers can also view the status of all individual goals assigned to members of the team.

This feature must be integrated by the account administrator. To integrate as an administrator, select Settings from the main profile and click "GoalManager" located under "Integrations".

 

How to get the Premium Version?

This integration is only possible if you are the account administrator. To do this, you need to access your profile and, from settings, you will find the option ‘Integrations’ where the ‘GoalManager’ is found.

How do I manage goals from a mobile device?

Goals can be managed from both Android and iOS devices, as detailed below. 

Each time you log into your account you are taken to your "Dashboard". If you haven't created any goals yet (and none have been assigned to you) an informative screen is displayed here with a description of the feature.

Click "Add Goal" to begin creating your goals as necessary. Select the activity type (Check-in, phone calls, etc.), the amount (10, 50, 100, etc.) and the deadline for completing the goal (daily, weekly, etc.).

Android Devices

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iOS Devices

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Individual goals can be created from both the web app and mobile devices in Premium versions. However, team goals can only be created from the web app.

Once you have created your goals you can view them from your "Dashboard" and monitor their progress. ForceManager will provide detailed information so that you can efficiently analyze the progress of your goals.

Android Devices

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iOS Devices

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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.

Android Devices

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iOS Devices

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Android Devices

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iOS Devices

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You can also add new goals or delete them as needed. Just click "Edit" to view all active goals (they can be de-activated) and click "More Goals" at the bottom of the screen as needed.

Android Devices

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iOS Devices

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Android Devices

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iOS Devices

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Remember that your manager may assign goals to you. These cannot be modified (they can't be ordered or edited). These goals are blocked, take priority and appear at the top of the list of goals. 

How to manage goals from the web version? 

 From the web version you will have two ways of working.

  1. From the "Goal Management" menu (Premium Version only)
  2. From the graph "Objectives" that you will find in the "Intensity" tab of the "Sales Analysis"

Here's how you can manage your goals from each of them.

 How to manage goals from the administration page within the KPIS section (PREMIUM)?

You can manage all goals from this page.

  • Individual goals can be viewed and managed. 
  • You can assign individual goals to members of your team.
  • You can assign goals to the entire team and decide if only the creator has access or if the entire team has visibility. If there are other associated team managers they can also add and view the progress of team goals.   

To clarify, the administration page provides visibility and progress updates for all goals (individual and team) assigned to each member of the team. Results can be re-ordered by preference. Just click and drag goals into the order you'd like to see them in.

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How to manage goals from the graph in the ‘Sales Analytics’ graph?

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

Click "Add goals" to start measuring KPIs. You’ll be taken to the settings screen where you can see all available activity to analyze.

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On the right side of the screen you will see the option 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 ...).

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.

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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. Screen_Shot_2017-09-03_at_22.26.19.png

Remember that your manager may assign goals to you. These cannot be modified (they can't be ordered or edited). These goals are blocked, take priority and appear at the top of the list of goals.

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