Goal Reports provide a clear comparison between your actual sales and the goals set within the Management Module. These reports give your sales team ongoing visibility into their progress, making it easier to track performance against expectations.

Note:  If a team member does not appear in the goals chart, be sure they are designated as a salesperson in Management Module / Users.

Using Goals Reports

1. Navigate to the Sales Home Screen. 

2. Click on the Goals tab. 

3. Select the time period for the goal you want to review.

4. Select the goal from the dropdown.

5. Click Generate Chart to see your results.

    A. Green is the Actual Value recorded for the goal you're reviewing.

    B. Dark gray shows the goal that has been set.