Post by account_disabled on Feb 2, 2024 22:54:20 GMT -6
Targeting add-on in Vtiger CRM The Goals add-on is designed to help you establish realistic and achievable goals for your employees within a defined time frame. It enables you to set targets across multiple records or aggregate any numeric field in any module in your CRM. You can set goals or quotas: For individual members or teams within the target module. For anyone reporting to you or lower in the hierarchy. Calculated on a monthly and quarterly basis. Adding goals is easy You can add goals and related details from a single window. You will be able to select the module, duration, value assigned to the target, person assigned to it, etc. For example, you want a specific salesperson to review and close X deals.
In this case, you can select the deals module, assign the goals to the relevant salespeople, select the number of deals they must complete, start date, period, etc. You can also set the target duration to quarterly or WhatsApp Number List monthly and add multiple such details. Perform multiple operations on one target Once a goal is set, a goal record is created. The record will be visible in the target list view. The goal list view provides details (reported back to you) of all goals set for individuals and teams. You can find metrics for goal setting, goal attainment, and the gap between goal setting and goal attainment. In addition to setting goals, you can perform the following actions on goal records: Edit – allows you to edit the target record.
Copy – allows you to copy the target record. Delete – allows you to delete the target record. Set as Default – When you enable Set as Default, your target records will appear by default in the list view of the Target add-on. Export – Allows you to use this icon to export the target's details to an Excel worksheet. Filters – Allows you to view Target records per month, quarter, month, and quarter for a specific time period. Modify goals and quotas Merely setting goals is not helpful. You'll also need to revisit and revise them regularly to ensure you stay on track.
In this case, you can select the deals module, assign the goals to the relevant salespeople, select the number of deals they must complete, start date, period, etc. You can also set the target duration to quarterly or WhatsApp Number List monthly and add multiple such details. Perform multiple operations on one target Once a goal is set, a goal record is created. The record will be visible in the target list view. The goal list view provides details (reported back to you) of all goals set for individuals and teams. You can find metrics for goal setting, goal attainment, and the gap between goal setting and goal attainment. In addition to setting goals, you can perform the following actions on goal records: Edit – allows you to edit the target record.
Copy – allows you to copy the target record. Delete – allows you to delete the target record. Set as Default – When you enable Set as Default, your target records will appear by default in the list view of the Target add-on. Export – Allows you to use this icon to export the target's details to an Excel worksheet. Filters – Allows you to view Target records per month, quarter, month, and quarter for a specific time period. Modify goals and quotas Merely setting goals is not helpful. You'll also need to revisit and revise them regularly to ensure you stay on track.