How to create & edit periodic goals with targets?

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

  1. From left Navigation Menu of your web portal, click on Performance and then Goals.
  2. In Active tab click on the + icon to Add new scheme.
  3. Fill the Name and Description, select Value/Count, and State.
  4. Select User wise Goal for Targets if you want it to be user specific.
  5. Choose an Activity and  Occourrence then select dates and do NEXT.
  6. Select your Targets as preferred and Lock Target.
  7. Finally, go Next and click on Create.



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