Create and Assign Goals

1. Feature Overview

Once Goal Rulesets are published, Admins and Sales Managers can use them to create and assign Goals to users.

If you’re new to the Goals feature, see LeadSquared Goals.

Creating a goal involves –

  1. Selecting a ruleset
  2. Defining the goal cycle (weekly, monthly, etc.)
  3. Select users to assign the goal to (according to the Organization Hierarchy)*
  4. Configure the goal targets for each cycle ($10k for Jan, $10k for Feb, etc.) and the distribution percentage among users (50% or 5k to Jenny, 50% or 5k to Smita)

Once set up, achievements are automatically attributed to users. Managers can track the progress of their teams and individual sales users can track their own contributions.

*Admins and Managers can assign goals to any users reporting to them within their Organization Hierarchy.

For e.g., in the image below, Yogesh is the Admin User and CEO, who has four Sales Managers (Rajveer, Jenny, Sameer, and Joseph) and one Sales User (Smita) reporting to him. Yogesh creates a Goal and assigns it to his reportees. While Yogesh can assign Goals to his reportees, he can also assign one to Kat.

Similarly, when Joseph creates a Goal and assigns it to his reportees, he can also assign a Goal to Peter.

LeadSquared ACE


2. Prerequisites

  • Only Admins, and users who have reportees under them, can create and assign Goals.
  • Before you create and assign Goals, you must ensure there are Published Goal Rulesets.
  • Ensure that the Organization Hierarchy for your organization is set up.


3. Create Goals

Across this article, we’ll show how Yogesh creates and assigns Revenue Target Goals for his team.
After you’ve created a Goal Ruleset –

  1. Navigate to the Managed By Me screen.
  2. Click Create your First Goal.
    • If you have existing goals in your account, click Create (present on the top-right corner).
  3. On the Create Goal pop-up –
    • Enter the Goal Name and Description.
  4. Once you’re done, click Create Goal.
Note: Your Goal Name must be different from past Goals (both existing as well as deleted Goals).

Create goals


3.1 Set Attributes

Here, select a Ruleset for the Goal. We’re using a ruleset that was created to calculate revenue.

  1. Click Select Ruleset.
  2. On the Select a Ruleset  pop-up, select the ruleset you want to use and click Use this ruleset
  3. Next, select the Calculation Type –
    •  Roll Up – In a Roll Up calculation, the result will be the summation of the achievements of the entire team in the hierarchy. For example, the goal is achieved if the target revenue is generated by the entire team.
      • Consider Selected Users – Only the cumulative achievements of selected users (in section 3.2) will be considered towards the Goal.
      • Consider All Users – Achievements of all users in the hierarchy will be considered for the achievement of the Goal (even if they are not selected for the Goal program).
    • Non Roll Up – In a Non Roll Up calculation, the result will depend only on the individual achievements of the users. For example, each user will have a revenue goal individually.
  4. Define the Goal Achievement criteria –
    • Achieve Equal to or More – The users should hit or exceed their targets.
    • Maintain Greater than or equal to – The user should maintain or exceed their targets. This option is used when the average value tends to fluctuate. For example, if the weekly target is ₹30k deal size, the user could hit ₹30k in the first week, but ₹20k in the next week.
    • Maintain Less Than or equal to – The user should maintain or hit a number lower than the prescribed target. For example, the user has to maintain an average call time of 3 minutes or less.
  5. Then, select the Goal cycle duration –
    • Duration of each cycle – Each cycle can run for a Daily, Weekly, Biweekly, Monthly, Quarterly, Yearly, or Custom duration. In our example, we want revenue to be calculated on a Monthly basis, so we chose Monthly.
    • First cycle date range – The starting date of the first cycle. We want to run this cycle for the entire year of 2022, so we chose 1st Jan 2022.
    • Last monthly cycle date range – The month in which you want the cycle to end. We’ve chosen Dec, 2022.
  6. Once you’re done, click Save & Next.


  • If you select Weekly as your Goal Cycle duration –
    • By default the starting day of the week is Monday. This cannot be changed to a different day.
    • You can set the Cycle Start Date to Monday for the present week, even if your current day is Wednesday.
  • If you select Monthly as your Goal Cycle duration, you can set the Cycle Start Date to any day in the current month only. For example, if the current date is 10th February, you can set the Cycle Start Date to 1st February (but not 25th January).
  • The maximum Goal Cycle duration for –
    • Daily is 700 Goal Cycles.
    • Weekly is 104 Goal Cycles.
    • Biweekly is 52 Goal Cycles.
    • Monthly is 24 Goal Cycles.
    • Quarterly is 10 Goal Cycles.
    • Yearly is 16 Goal Cycles.

set attributes

Custom Cycle Duration

To choose your own Cycle Duration, Select a Custom cycle. Under the Custom cycle, select either a Uniform cycle or a Non Uniform cycle.

  • Uniform cycle – You can select the number of days in each custom cycle, and define a uniform gap between them.
    • For example, we can set 5 continuous days in a custom cycle with a gap of 2 days in between.
  • Non Uniform cycle – You can select the Start Date and End Date of each cycle with a non-uniform gap in between them.
    • For example, the gap between the first and second cycles can be 4 days, while the gap between the second and third cycles can be 2 days.

The maximum Goal Cycle duration for the Custom cycle is 700 days.

Goal custom cycle

3.2 Distribute Goals

Select the users you want to assign the Goal to. Then, distribute the goal to the selected users, by allocating a percentage of the total goal value to each user. Enter the Goal value for each cycle, and divide this value among all users the Goal is assigned to.

  1. Select the users you want to assign the Goal to. We’re selecting all the users who directly report to Yogesh.
  2. Against each user, under Goal Achievement, enter their individual target for the selected cycle. This sum total of the Goal value assigned to each user is added, and automatically populated alongside Cycle Goal Value.
  3. Click on the cycle instance (12th Oct 2023 to 11th Nov 2023) to select a different cycle period. If you want to allocate the same value for all the cycles, click Copy Distribution to Other Cycles. In our example, the $500 monthly revenue target is allocated to all five users (in the 20% equal split we configured) for the rest of the year.
  4. Once you’re done, click Publish, and on the Publish Goal pop-up, click Yes, Publish Goal. The Goal is now live.


  • Along with assigning Goals to other users, Goal Owners can also assign the Goal to themselves.
  • Goal owners can assign the Goal only to those users that directly report to them.
  • The total Allocated Goal Value you assign to each user does not have to tally with the Cycle Goal Value. It can be equal to, more than, or less than the total cycle value. For e.g., if your Cycle Goal Value is $1,000, and you have five users, you can assign $300 as the Allocated Goal Value to each individual user.

publish goal


3.3 Import Goals & Users

You can also import Goals and users through an Excel file. To do this, click Add Users & Goals using Excel. You can use the Sample File to add the Goals.



4. View and Track Goals

Depending on the Organization Hierarchy set up in your account, different users will have different Goal Views.

LeadSquared ACE Goals

Under the Managed By Me tab, Goal Owners (like Yogesh from our example) can track all the goals they’ve created and assigned to their reportees.

Leadsquared ACE Goals

Goal Owners can also use the following filters to track Goals –

  • Goal Status
    • In Progress

LeadSquared Goals

    • Yet to start

LeadSquared Goals

    • Completed

LeadSquared Goals

    • Draft

LeadSquared Goals

    • Unpublished

LeadSquared Goals

    • All
  • Cycle Duration
    • All
    • Daily
    • Weekly
    • Monthly
  • Goal Owner – Users who’ve created Goals

LeadSquared ACE Goals

Certain Goal Owners (like Richard) don’t have access to create rulesets. These users can use existing rulesets to create and assign Goals to their reportees (like Praveen, Nikhil, and Peter), and track progress from the Managed by Me tab.

Leadsquared ACE Goals

If these Goal Owners (like Richard) have Goals assigned to them by their Managers (like Joseph), they can view the goals assigned to them from the Assigned to Me tab.

LeadSquared ACE Goals

Certain users (like Nikhil) don’t have access to either create or assign Goals.

Leadsquared ACE Goals

These users can only track Goals assigned to them by their Managers (like Richard), from the Assigned to Me tab.

LeadSquared ACE Goals

A user’s progress towards achieving the Goal is tracked through the Progress Bar. The user can achieve the exact value, under-achieve or over-achieve. Each colour in the bar indicates the percentage of the goal achieved –

Percentage SplitColour
75-99.9Light Green
100 & aboveDark Green


5. Goals Drill Down

All Goal Owners can drill down and track the progress made by users working under them, across multiple organization levels. Contributions made by users in the lower levels of the organization hierarchy are automatically aggregated to the managers’ goals. This gives the Goal Owner clarity on each team’s progress, as well as each individual’s progress towards achieving the Goal.

Note: You must enable the Achievement Breakdown option in the Ruleset to view Achievement Breakdowns.
  • To view the Achievement Breakdown of a Goal, click on the achievement breakdown icon icon.
  • To view a specific user’s Achievement Breakdown, click the view more button achievement breakdown button next to the user’s achievement.
  • To view a specific team’s achievements, click on the LeadSquared Goals icon next to the team’s manager.
    • A Rollup Goal with the Consider Selected Users option will only show users who are part of the Goal.
    • A Rollup Goal with the Consider All Users option will show all users – even if they are not part of the Goal. However, the users who are not part of the Goal will have a Not part of the goal description tag.

achievement breakdown


6. Actions

On the Goals Managed by Me screen, Goal Owners can perform the following actions –

6.1 Rename Goal

To rename the Goal and update Goal details –

  1. On the top-left side of your screen, against the Goal name, click LeadSquared ACE Goals.
  2. Click Change Goal Name & Description, and on the Update Goal pop-up, update the details.
  3. Once you’re done, click Update.

LeadSquared ACE Goals


6.2 Column Customization

You can customize the column to display other user fields –

  1. On the right side of your screen, click  LeadSquared ACE Goals.
  2. From the Configure Columns pop-up, select the columns you want to display and click Done.

LeadSquared ACE Goals


6.3 Edit Goals

Based on the Goal status, you can edit the following Goal details –

LeadSquared ACE Goals

Note: When editing a Goal, you cannot use the Copy Distribution to all cycles logic to automatically Allocate Goal Value to all your users. Instead, you’ll have to manually Allocate Goal Value to each user, for each Goal Cycle.
StatusGoal Cycle Start DateGoal Cycle End DateUser Goal Value
Yet to Startgreen tick icongreen tick icongreen tick icon
In Progressred crossgreen tick icongreen tick icon
Completedred crossred crossgreen tick icon
Draftgreen tick icongreen tick icongreen tick icon
Unpublished – Yet to Startgreen tick icongreen tick icongreen tick icon
Unpublished – In Progressred crossgreen tick icongreen tick icon


6.4 Other Actions

  • To delete a Goal, click LeadSquared ACE Goals.
  • To unpublish a goal, click Unpublish.
Note: You cannot delete a Completed Goal.

LeadSquared Goals


7. Access to Goals Features

Based on your role, you can view the following Goal tabs when creating and assigning Goals and Goal Rulesets.


  • Admin users can view and track all the Goals in their account, including all the Goals created by other users.
  • When users have 0 reportees but 1 or more Goals they’ve created, this can mean Goals that were created in the past, when they had reportees under them.
User TypeNumber of Reportees reporting to the UserNumber of Goals Created by the UserGoal RulesetGoal Managed by MeGoal Assigned to Me
Admin00green tick icongreen tick icongreen tick icon
1 or more0green tick icongreen tick icongreen tick icon
01 or moregreen tick icongreen tick icongreen tick icon
1 or more1 or moregreen tick icongreen tick icongreen tick icon
Non-admin00red crossred crossgreen tick icon
1 or more0red crossgreen tick icongreen tick icon
01 or morered crossgreen tick icongreen tick icon
1 or more1 or morered crossgreen tick icongreen tick icon


8. LeadSquared Mobile App – Goals

You can also track the progress of your LeadSquared Goals through the LeadSquared Mobile App. The Mobile App will have three different views: Admin user view, Sales Manager view, and Sales User view.

Note: You cannot edit or create Goals through the LeadSquared Mobile App.

Goals Admin View

Navigate to LeadSquared Goals tab by clicking on the Ace icon icon.

Ace Goals nav

On the Managed by Me tab you can view all the Goals assigned to a Goal Owner. You can select a specific Goal Owner through the dropdown.

Ace Goals managed by me

You can click on the goals filter icon to filter the Goals.

Goals filter

You can select a particular Goal for a detailed view. You can view different cycles and the performance of the users under this Goal.

Goals check users

Click on the download icon to download the data in an Excel format.

goals download data

As an Admin, you can also navigate to the Rulesets tab by clicking on the ace rulesets nav icon.

Goals rulesets

Goals Manager View

If you log in as a Sales Manager, you can view the progress of your goals through the Managed by Me (Goals where you are the Goal Owner) and Assigned to Me (Goals that have been assigned to you) tabs.

Goals Manager View

Goals Sales User View

If you log in as a Sales User, you view the progression of all your Goals through the Assigned to Me tab.

Goals user view

Any Questions?

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