How to create & edit periodic goals with targets?
To create & edit periodic goals with targets, follow the steps mentioned below:
- On your web console, click on Goals under Team Management.
- In the Active tab click on the + icon to add a new Goal
- Fill in the Name and Description, select Target type as Value/Count, or activity field.
- Select Target On as Sales/sales by category, quantity, or as per your requirement
- Choose an Activity and then target accordingly and after that Occurrence then select dates and do NEXT.
- Now go to "Select user the Hierarchy" and pick levels and sub-levels accordingly.
- Afterwards, go to "Select roles" and then click on the NEXT.
- Finally, click on the template to download the template under "MAPPING"
- Enter the values accordingly and drag and drop the file to upload
- Click on the Submit and Goal will be created.
Edit Goals :
- On your web console, click on Goals under Team Management.
- Now you will see the list of all the goals created in the URVA web portal.
- Choose the goal which you want to Edit and click on the EDIT from the right bottom corner.
- Finally, Edit the goals accordingly and click on the Submit.
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