How to create & edit periodic goals with targets?
To create & edit periodic goals with targets please follow the steps mentioned below:
- In the left navigation menu of your web console click on Performance and then Goals.
- In Active tab click on the + icon to Add new scheme.
- Fill the Name and Description, select Value/Count, and State.
- Select User wise Goal for Targets if you want it to be user specific.
- Choose a Time period and Frequency then select dates and do NEXT.
- Select your Targets as preferred and Lock Target.
- Download and upload the template.
- Finally, go Next and click on Create.