How to create and edit a goal

Select New record from the list of goals. Enter a clear name, select a group, and specify the target value, period, and start date. If a type is available for the group, select it as well. An end date is not mandatory; if left blank, the goal will continue into new periods.

Next, fill in the filters displayed for the selected group. For example, for a sales goal, select the document type, organization, and whether to calculate quantity or amount; for the Tasks goal – the Task type and date; for the Opportunities goal – the process and stages. Assign Staff and choose whether the target applies to the team as a whole or to each team member individually. If necessary, enable notifications for goal achievement or non-achievement.

After saving, open the record and check the period and result. When editing the group or type, review all filters again, as different fields are used for different groups.

Related articles

• Goals List and Key Metrics
• Goal groups and calculation types