Enhance Goals reporting
Provide the ability to view previous monthly goals.
Provide the ability to set-up Performance Pulse goals as a widget so that it shows directly on the users Dashboard.
Provide the ability to adjust timeframes from within the Goals view so that viewing this by mont, quarter, etc. is possible.
Provide the ability to view a 'Company Leader Board' that would show things like most calls, emails and deals closed.
Provide additional Goal Dashboards to view progress on existing goals.
customercare
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Jody Linnig commented
Add the ability to clone goals, in order to reduce redundancy in creation with a larger team
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Russell Hooker commented
Please bring back the dynamic coloring of goals indicating performance.
If a goal is set between 1/1-1/31 and is only at 40% by 1/25 the bar should be red to indicate an off-track status. Having pastel indicators is not helpful in guiding or motivating my team. -
Chris Pezl commented
Add a YTD widget or option in addition to the filtering.