Setting up computed goals
Combine two or more existing goals into a single goal using arithmetic operations. The goals combination and the arithmetic operations which result in a computed goal vary according to company's requirements.
The following table shows some use cases for computed goals.
|Computed goals||Arithmetic operation||Formula|
|Input score||Add certain percentage of each goal from series of goal achievements.||20% of lead generated + 20% lead converted = Input score|
|LCR||Divide lead converted goals by lead generated goals and multiply it by hundred.||Lead converted goals/ Lead generated goals (100)|
|Goal X||Divide lead generated goals two.||Lead generated goals/2|
When creating a computed goal, you can use goal attributes to define the features of a goal. These goal attributes are available:
Before you begin
Make sure you've already created the goals that are to be used in the formula for the computed goal.
- Log in to the Vymo web app and go to Customize > Global Settings > Goals definitions.
- Click the (plus) icon above the search box and select Goal from the options.
- Specify a goal name. The goal code is generated automatically.
- Specify if it's an individual goal or a team goal.
- To not show the unmet numbers for a goal, select the checkbox for Hide Goal Shortfall.
If you're creating a team goal, and if the manager must also individually meet some targets for that team goal, select the checkbox for Allow Manager Self Contribution.
If you select Allow Manager Self Contribution, a
(self)computed goal for manager is created. This rule applies to all the goals, regardless of their type.
Select the Computed goal type. The goal metric automatically changes to Computed.
- Specify the goals that are needed for the formula. Remember, only goal codes go into the formula, not goal names.
Specify the formula to get the computed goal. A formula includes these parts:
- An arithmetic operation, such as division, multiplication, or addition of goals.
- Goal codes of existing goals, which you want to combine into a computed goal.
- Goal attributes, which you can suffix to goal codes. The goal code and the goal attribute is separated by an underscore (_).
If you don't suffix a goal attribute to a goal code, the goal code automatically gets qualified as an achievement attribute.
For example, consider the following formula:
In this formula:
- The arithmetic operator is multiplication, where a quota achievement goal is being multiplied with a deal value goal.
- The goal codes are
- The goal attributes are
Click Add. 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.