Performing multiple operations on a target once a goal is set

[Rakibul200]

What would you think if I told you there was an easy-to-use tool in vtiger crm that allowed you to set goals for each department? Targeting add-on in vtiger crm the goals add-on is designed to help you establish realistic and achievable goals for your employees within a defined time frame. It enables you to set goals across multiple records or aggregate any numeric field from any module in your crm. You can set a goal or quota: for individual members or teams in a target module.

To anyone who reports to you or is mom data lower in the hierarchy. Calculated on a monthly and quarterly basis. Adding a target is easy you can add goals and related details from a single window. You will be able to select the module, duration, value assigned to the goal, person assigned to it, etc. For example, you want a specific salesperson to review and close x number of deals. In this case, you can select the deals module, assign the target to the relevant salesperson, select the number of deals they must close, the start date, the period, etc.

You can also set the target duration to quarterly or monthly, and add multiple such details., a goal record is created. This record will be visible in the goal list view. The goal list view provides details of all goals set for individuals and teams (reported to you). You can find metrics for setting goals, achieving goals, and the gap between setting goals and achieving goals.