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.

*Users can only assign goals to users reporting to them in the 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 Smita, he cannot assign one to Kat, since Kat reports to Joseph. Only Joseph can assign Goals to Kat.
Similarly, when Joseph creates a Goal and assigns it to his reportees, he cannot assign a Goal to Peter, since Peter reports to Richard. Only Richard can assign Goals to Peter.

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 –
   • Select the Goal Owner*.
   • Enter the Goal Name and Description.
4. Once you’re done, click Create.

*Since Yogesh is an Admin User in our example, on the Create Goal pop-up, he has the option to select the Goal Owner.
But if a non-admin user is creating and assigning Goals, they do not have the option to select the owner. Instead, they will automatically become the Goal Owner.

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. 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.
4. Once you’re done, click Save & Next.

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.

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 report to Yogesh.
2. Against each user, under User Goal Value, 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 (1st Jul 2022 to 31st Jul 2022) 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 $50,000 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.

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.

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.

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

• Goal Status
  • In Progress

• • Yet to start

• • Completed

• • Draft

• • Unpublished

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

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.

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

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

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 –

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.

• To drill down a goal, alongside the manager whose team’s achievements you want to view, click .
• On the Achievement Drill Down pop-up, a manager is denoted by the icon.

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 .
2. Click Change Goal Name & Description, and on the Update Goal pop-up, update the details.
3. Once you’re done, click Update.

6.2 Column Customization

You can customize the column to display other user fields –

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

6.3 Edit Goals

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

Status	Goal Cycle Start Date	Goal Cycle End Date	User Goal Value
Yet to Start
In Progress
Completed
Draft
Unpublished – Yet to Start
Unpublished – In Progress

6.4 Other Actions

• To delete a Goal, click .
• To unpublish a goal, click Unpublish.

7. Access to Goals Features

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

User Type	Number of Reportees reporting to the User	Number of Goals Created by the User	Goal Ruleset	Goal Managed by Me	Goal Assigned to Me
Admin	0	0
	1 or more	0
	0	1 or more
	1 or more	1 or more
Non-admin	0	0
	1 or more	0
	0	1 or more
	1 or more	1 or more

Any Questions?

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