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
- Selecting a template
- Defining the goal cycle (weekly, monthly, etc.)
- Select users to assign the goal to (according to the Organization Hierarchy)*
- 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.
- 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 –
- Navigate to the Managed By Me screen.
- Click Create First Goal.
- If you have existing goals in your account, click Create (present on the top-right corner).
- On the Create Goal pop-up –
- Select the Goal Owner*.
- Enter the Goal Name and Description.
- 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 Goal Template for the Goal. We’re using a template that was created to calculate revenue.
- Click Select Goal Template.
- On the Select a Goal Template pop-up, select the template you want to use and click Use this Template.
- 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.
- 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 100 Goal Cycles.
- Weekly is 52 Goal Cycles.
- Monthly is 12 Goal Cycles.
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.
- 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.
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.
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.
- 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.
- 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.
- 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.
- Once you’re done, click Publish, and on the Publish Goal pop-up, click Yes, Publish Goal. The Goal is now live.
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
- Cycle Duration
- Goal Owner – Users who’ve created 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.
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 –
|100 & above||Dark Green|
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 –
- On the top-left side of your screen, against the Goal name, click .
- Click Change Goal Name & Description, and on the Update Goal pop-up, update the details.
- Once you’re done, click Update.
5.2 Column Customization
You can customize the column to display other user fields –
- On the right side of your screen, click .
- From the Configure Columns pop-up, select the columns you want to display and click Done.
5.3 Edit Goals
Based on the Goal status, you can edit the following Goal details –
|Status||Goal Cycle Start Date||Goal Cycle End Date||Total Cycle Goal Value|
|Yet to Start|
|Unpublished – Yet to Start|
|Unpublished – In Progress|
5.4 Other Actions
- To delete a Goal, click .
- To unpublish a goal, click Unpublish.
6. Access to Goals Features
Based on your role, you can view the following Goal tabs when creating and assigning Goals and Goal Templates.
- 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 Type||Number of Reportees reporting to the User||Number of Goals Created by the User||Goal Template||Goal Managed by Me||Goal Assigned to Me|
|1 or more||0|
|0||1 or more|
|1 or more||1 or more|
|1 or more||0|
|0||1 or more|
|1 or more||1 or more|
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