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Setting up goals


Anindita Basu    Sonu Fakiha Feedback

To specify goals, you create goal definitions that contain the rules to be used for calculating the goals. Thereafter, you specify the roles that have the permissions to upload the data about goal assignments and achievements.

Creating goal definitions

Before you define a goal, decide these two things:

You have the following options:

  • Vymo metric, which uses any of the standard goal metrics (see goals metrics) to calculate the numbers. For example, you might choose the metric called vo_won as a basis for a goal.
  • External goal, the achievements for which you (or an administrator) must upload through a spreadsheet.
  • Computed, which uses the formula you provide to calculate an achievement. For example, you might choose to use two metrics, vo_won and vo_total to calculate the percentage of leads won.

Goals can be assigned to either a person, or to an entire team. See Goal types.

Remember

A goal definition can be associated with only one module. If you need a goal to apply to more than one module, create a definition for each such module.

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 the type of metric to use.
  9. Depending on your selection, specify how the goal is to be calculated:
    • External: You don't need to specify anything further at this stage. After the goal is created and enabled, you must remember to upload the external goals periodically.
    • Computed: Specify the formula to use, where the elements of the formula are any of the available goal metrics or goal definitions. For example, min(activity_completed,leads_lost) returns the number of completed activities or lost leads, whichever is less.
    • Vymo metric:
      1. Select a metric. The available metrics are listed at Goals metrics.
      2. Specify the module to use for the goal. Click Add filter. In the Attributes list, select module name. The modules configured for the company are listed in the Value field. Select a module from this list. You can select only one module.
      3. Specify the attribute to be used to filter the metric. Click Add filter. The fields associated with the selected metric and available in the selected module are displayed in the Attributes list. Select an attribute and, in the Value field, enter the attribute code (show me an example).
  10. Click Add. You see a message that the changes are now saved as a draft.
  11. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  12. 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.
  13. 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.
  14. To see the changes, log out and log in again.

What more

  • You can create as many goal definitions as you need.

  • To edit a goal, open the goal, make the changes, and click Save. Your changes remain in the draft mode till you push them to the live configuration through the release management process.

  • To change the order in which the goal definitions are displayed on the list, drag the goals and drop them at their new position (show me how).

Manager contribution

The goal definition is displayed on the list below the search box. If, when creating the goal definition, you selected the checkbox for manager contribution, you also see an automatically created goal definition with (self) suffixed to the goal name. This is the goal definition for the manager contribution.

Remember to include (self) goal as manager self contribution in the following cases:

  • When uploading team's total targets and achievements for primary goals (if the primary goal has a (self) suffixed goal).
  • When uploading targets and achievements for manager.

What to do next

Specify the roles that can upload the spreadsheets that contain the goal assignments and achievements.

Specifying the roles that can upload goals

For every goal that you created, you must specify which roles can upload the data for the assignments and achievements.

  1. Log in to the Vymo web app.
  2. Click Customize > Global Settings > Goal Configurations.
  3. Specify the settings for assignment uploads:
    1. If a role is allowed to set their own goals, select the Enable Self Target Assignment checkbox.
    2. For every role, click inside the box and select the goals that they can upload the data for. You can select more than one goal.
  4. Specify the settings for achievement uploads:
    1. If a role is allowed to set their own goals, select the Enable Self Achievement Upload checkbox.
    2. For every role, click inside the box and select the goals that they can upload the data for. You can select more than one goal.
  5. Click Save. You see a message that the changes are now saved as a draft.
  6. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  7. 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.
  8. 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.
  9. To see the changes, log out and log in again.

Creating goal groups (optional)

Goal definitions can be grouped. By doing so, you create something that's analogous to the framework of business objectives and key results that many company use for their internal reviews and appraisals (show me).

  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. Select Goal group, specify a name for the group, and select the goal definitions to include in the group. Only those goal definitions that aren't part of any goal group are displayed on the list for you to select. One goal definition can't belong to more than one goal group.
  5. Click Save. You see a message that the changes are now saved as a draft.
  6. To specify the order in which the goals are displayed on the details screen, drag the goals to their correct positions.
  7. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  8. 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.
  9. 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.
  10. To see the changes, log out and log in again.

Results

  • On the Hello screen, the goal group names are'nt displayed. The goal definitions are displayed ungrouped, in the order in which they're placed within their groups. So, you see the goals of the first group, followed by next group. This display isn't grouped.
  • On the List screen (which you reach by tapping View All on the Hello card), you see the goal groups, displayed in the order you specified. Tapping on a goal group reveals the goals in that group, displayed in the order you specified.
  • On other screens that show goals, they continue to be displayed ungrouped.

Visual guides

The following image shows a standard metric called Unique partners activities being used along with two filters.

goal definition

goals groups

See also


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