Sales, finance, contract, and activity goals

In the sales group, you can track results for leads, opportunities, conversions, payments, and activities. For leads and preliminary opportunities, choose whether to calculate the document count or the total amount. The payment goal measures the amount received. For activities, you can select the process, stages, count or amount, and the date used for the result.

The opportunity stage change goal is useful for tracking how many opportunities have moved to a specific stage. The sent proposal type helps evaluate proposal-sending activity.

You can filter the contract goal by contract status, type, and a selected date, and calculate the result based on count or amount. For contracts, you can select stages, the supplier, the organization, and the creation or status update date. Before saving a financial goal, ensure you have selected the correct organization and an amount that is interpreted consistently. ---

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