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Creating user score goal


Evangeline Philip    Feedback

User score refers to the total points accumulated by you, as a user, by completing or planning various lead, partner or activity actions. User score can become a goal where the target is to achieve a certain number of points depending on your company. User score as a goal can help you keep track of your actions and achieve targets. This goal can be an individual goal or a team goal. If it is configured as a team goal for manager roles, the manager's goal will be an aggregate of individual score and the team's score.

Note

You need to enable user score feature to access user score goal.

User score

An example

You can also configure user score as a goal with specifications about actions which contribute to the score. You can create a goal where points are counted only if the leads are closed. The rules that govern these points are found in Custom Configuration > scoring_config.

New user score goal

Scoring rule specific to this configuration

4 points are alloted, when you update the state of a prospect or lead. If this is the required rule for the goal, copy the code ("lead_closed_policy_1" in the picture) and paste in the value field while creating a goal with user score.

New user score goal

This image shows multiple rules applied to one goal. Add more filters to make the user score specific to your requirements.

Configuring user score goal

When you create a new user score goal, the general scoring rules configured in Custom Configuration > scoring_rules apply to the goal.

To configure a goal with user score that has no specifications, use the following steps:

  1. Log in to the web app.
  2. Click Customize > Global Settings > Goal Definition.
  3. Create a goal with metric as User Score.
  4. To see the changes, log out and log in again.

Configuring user score goal with specifications

If you want to choose only certain score rules from Custom Configuration to be applicable for this goal, you can do so by copying the code as mentioned previously. To configure a goal with user score that has specifications, use the following steps:

  1. Log in to the web app.
  2. Click Customize > Global Settings > Goal Definition.
  3. Create a goal with metric as User Score and attribute as Score Code. Paste the code from Custom Configuration > scoring_config in the Value field.
  4. To see the changes, log out and log in again.

New user score goal

See also


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