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How to create & edit periodic goals with targets?

To create & edit periodic goals with targets, follow the steps mentioned below:

  1. On your web console, click on Goals under Team Management.
  2. In the Active tab click on the + icon to add a new Goal
  3. Fill in the Name and Description, select Target type as Value/Count, or activity field.
  4. Select Target On as Sales/sales by category, quantity, or as per your requirement
  5. Choose an Activity and then target accordingly and after that Occurrence then select dates and do NEXT.
  6. Now go to "Select user the Hierarchy" and pick levels and sub-levels accordingly.
  7. Afterwards, go to "Select roles" and then click on the NEXT.
  8. Finally, click on the template to download the template under "MAPPING"
  9. Enter the values accordingly and drag and drop the file to upload
  10. Click on the Submit  and Goal will be created.


Edit Goals : 
  1. On your web console, click on Goals under Team Management.
  2. Now you will see the list of all the goals created in the URVA web portal.
  3. Choose the goal which you want to Edit and click on the EDIT from the right bottom corner.
  4. Finally, Edit the goals accordingly and click on the Submit.