How to create & edit periodic goals with targets?

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

  1. In the left navigation menu of your web console 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 a Time period and Frequency then select dates and do NEXT.
  6. Select your Targets as preferred and Lock Target.
  7. Download and upload the template.
  8. Finally, go Next and click on Create.


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