GoalManager Goal History Report

 

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With ForceManager you can define different goals so that you know where to focus your efforts to ensure your sales team is on track.

Goal reports analyze how projects are progressing and establish areas for improvement so that defined goals can be reached.

The report allows you to establish goals for you and your team (progress reports are created for all activities that are registered on ForceManager). You can fix goals and establish deadlines for reaching them (daily, weekly, monthly, etc.)

 How can I create a goal history report from the website?

You need to activate the GoalManager feature and define your goals before you can generate a goal history report. Log in to your ForceManager account.

 Click on “Reports”, located at the bottom of the options menu.

A menu with various options will be displayed. Select "User Analysis"

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Click the arrow on the right to download the goal history report. Reports can be downloaded in various formats (PDF, XLS (MS EXCEL), DOC (MS WORD), etc.).

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In this example we see a GoalManager sales history report for individual users over a three month period.

 

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Various details are included in this report:

  1. A graph displays the average rate of goals achieved by the entire team for an established period, in this case quarterly. The horizontal axis represents the selected period and the vertical axis represents the average %. The data represented in the graph relates to the total % of users.
  2. In this section you can see the individual goals of all your employees. For example, Joan Vila has a goal to reach 6,000 sales. In this example he made 6,935 sales during the fourth quarter, representing 115.58% of his goal.
  3. You can see the established period here. In this example, the last 8 quarters are displayed.

In the following example you will see a report for all new accounts added by the team on a monthly basis.

 

goals_captu2.pngVarious details are included in this report:

  1. A graph displays the average rate of goals achieved by the entire team for an established period, in this case weekly. The horizontal axis represents the selected period and the vertical axis represents the average %. The data represented in the graph relates to the total % of users.
  2. In this section you can view team goals. For example, Marc Dura's team has a goal to obtain 145 new accounts. In this example he obtained 14 new accounts during the second month, representing 9.66% of his goal.
  3. You can see the established period here. In this example, the last 12 months are displayed.

                                                                                                                                   For more information about GoalManager, click here.   

 

 

 

 

 

 

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