Create and Assign Goals

1. Feature Overview

Once Goal Templates 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 template
  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.

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 Templates.
  • 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 Template –

  1. Navigate to the Managed By Me screen.
  2. Click Create 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.
Note: Your Goal Name must be different from past Goals (both existing as well as deleted Goals).

LeadSquared ACE

*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.

LeadSquared Goals

 

3.1 Set Attributes

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

  1. Click Select Goal Template.
  2. On the Select a Goal Template pop-up, select the template you want to use and click Use this Template.
  3. Then, select the Goal cycle duration –
    • Duration of each cycle – Each cycle can run for a Daily, Weekly, or Monthly 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.

Note:

  • 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 100 Goal Cycles.
    • Weekly is 52 Goal Cycles.
    • Monthly is 12 Goal Cycles.

LeadSquared ACE

 

3.2 Select Users

Select the users you want to assign the Goal to. Here, we’re selecting all the users who report to Yogesh. Once you’re done, click Save & Next.

Note:

  • 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.

LeadSquared ACE

 

3.3 Manually Upload Goals & Users

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

LeadSquared ACE

 

3.4 Distribute Goals

For each goal cycle, you can allocate a percentage of the total goal value to each user. Enter the Goal value for each cycle, and divide this value among all the users the Goal is assigned to.

  1. In the box alongside Cycle Goal Value, enter the value for that individual cycle. We’ve entered $50,000 as the Revenue Target for Jan 2022.
  2. Against each user, under Allocated Goal Value, enter their individual target for the selected cycle. You can split the overall target ($50,000 in our case) in any way you want. We’ve divided the $50,000 equally among all five users.
  3. Click on the cycle instance (1 Jan 2022 to 31 Jan 2022) to select a different cycle period. If you want to allocate the same value for all the cycles, click Copy Distribution to all cycles and users. In our example, the $50,000 monthly revenue target is allocated to all five users (in the 20% equal split we configured) for the year 2022.
  4. Once you’re done, click Publish, and on the Publish Goal pop-up, click Yes, Publish Goal. The Goal is now live.
Note: 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.

LeadSquared ACE 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 Goal templates. These users can use existing templates 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
0-24.9Red
25-49.9Orange
50-74.9Yellow
75-99.9Light Green
100 & aboveDark Green

 

5. Actions

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

5.1 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

 

5.2 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

 

5.3 Edit Goals

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

LeadSquared Goals

StatusGoal Cycle Start DateGoal Cycle End DateTotal Cycle 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
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.

 

5.4 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

 

6. Access to Goals Features

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

Note:

  • 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 TemplateGoal 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

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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