Setting up computed goals
Creating computed goals involves integrating multiple existing goals using arithmetic operations, tailored to the specific needs of a company. This feature allows for sophisticated performance tracking that aligns with nuanced business strategies.
Use Cases for Computed Goals:
- Arithmetic Operation: Addition of a percentage of each goal from a series of achievements.
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Formula:
0.20 × Leads Generated + 0.20 × Leads Converted
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LCR (Lead Conversion Rate)
- Arithmetic Operation: Division of converted leads by generated leads, multiplied by 100.
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Formula:
(Leads Converted / Leads Generated) × 100
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Goal X
- Arithmetic Operation: Division of generated leads by two.
- Formula:
Leads Generated / 2
Goal Attributes for Computation:
achievement_percentage
short_fall
remaining_days
target
achievement
Ensure the individual goals needed for the computation have been established prior to setting up a computed goal.
See also
- Goals Overview
- Enabling Goals
- Setting Up Goals
- Setting Up Computed Goals
- Creating Goal Filters
- Creating User Score Goal
- Partner Goal Setting (Business Metrics)
- Goals Grouping
- Assigning Targets to People
- Uploading External Achievements