Goals Dashboard Report

Daniela Theart
Daniela Theart Member Posts: 15
First Comment
edited July 2022 in Sales CRM #1

HI All,

I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a monthly basis, the target does not show on the dashboard report so we can see how they are progressing.