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VO Won


Sonu Fakiha Feedback

Calculate the total number of leads that were successfully converted by a user or team using VO Won metric.

Steps

  1. Log in to the Vymo web app.
  2. Click Customize > Global Settings > Goal Definitions.
  3. Click the + (Plus) icon above the search box.
  4. Specify a goal name. The goal code is generated automatically.
  5. 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.
  6. To not show the unmet numbers for a goal, select the checkbox for Hide Goal Shortfall.

  7. If you selected the Team goal option, and if that manager must also individually meet some targets towards that team goal, select the checkbox for Allow Manager Self Contribution.
  8. Select Vymo metric under Goal type.
  9. Select VO Won from the Metric dropdown.
  10. Click Add located on upper right of the screen.
  11. Click Save. You see a message that the changes are now saved as a draft.
  12. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  13. 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.
  14. 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.
  15. To see the changes, log out and log in again.

VO_won

!!!

VOs is an abbreviation for Vymo Object.

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