VO Total

Feedback

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 Customize > Global Settings > Goal Definitions.
Click the + (Plus) icon above the search box.
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 Goal Shortfall.
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.
Select Vymo metric under Goal type.
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.

VO_total

Note

VO is an abbrevation for Vymo Object.