Goals set up

Richard Turček
Richard Turček Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Dear All, I would like to ask you if it is possible to set monthly goals with different values for each month in one report. Currently I can set goal for one single month only and If I choose "view by year" I have goal set for the chosen month and goals for other months (goal line) is just doubled every month. Thank you. Richard 

Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 367 VERIFIED MEMBER
    First Comment 5 Up Votes
    edited February 2021 #2

    currently goals does not allow for adjusting the monthly values to be different each month for an annual goal. You would need to build each month. 

  • Richard Turček
    Richard Turček Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #3

    Thank you for your answer. It is scheduled to improve this in future?

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 367 VERIFIED MEMBER
    First Comment 5 Up Votes
    edited February 2021 #4
    Richard Turček said:

    Thank you for your answer. It is scheduled to improve this in future?

    I believe it's likely on the list of future updates.

This discussion has been closed.

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