VO Total
Using VO Total
metric, measure the count of leads that are present in specific lead state available in a module or moved from one state to other in a module.
If needed, use filters to specify the lead states to be used for the calculations.
Note
When a lead moves out of state, there is no fluctuation or reduction in achievement count.
Steps
- Log in to the Vymo web app.
- Click Self Serve > Global Settings > Performance Management > KPI Definitions.
- Specify a goal name. The goal code is generated automatically.
-
Specify whether the goal applies to an individual or to a team.
Team goal Individual goal An aggregation of the achievements of everyone down the reporting hierarchy of a manager, including the manager. It can be assigned only to a manager. Reckons the achievements of only one person. -
To not show the unmet numbers for a goal, select the checkbox for Hide KPI Shortfall.
- If you selected the Team option, and if that manager must also individually meet some targets towards that team goal, select the checkbox for Allow Manager Self Contribution.
- Select the desired Vymo metric from the Metric dropdown.
- Select VO Total from the Metric dropdown.
- Choose
last_state
attribute in filter option. - Click Add located on upper right of the screen.
- Click Save. You see a message that the changes are now saved as a draft.
- In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
- Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
- Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
- To see the changes, log out and log in again.
Note
VO is an abbrevation for Vymo Object.