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Add New Goal

If you have the appropriate permissions, you can add a new goal to a chosen user. You do this by clicking Add New on the User window ribbon and selecting Goal.

A new Goal window will open and you can fill all the required values.

Employee It is automatically filled due to the relation with the user.
Name You can specify your goal with a text title.
Start and End It determines the period of the goal's validity.
Type The default types are Sales Manager, Project Manager and Account Manager, but you can add new types in Drop Down Menus in the Administrative Application. The default calculation is set for the default goals types.
Revenue Set the value of the revenue you want to reach.
Profit Set the value of the profit you want to reach.
Note

General text you want to add to the goal.

Since eWay-CRM 5.4.2, you can insert not only plain text to the field, but also clickable hyperlinks.

After filling values, you save the goal clicking the Save and Close or Save button in the top left part of the Goal window.

After saving, the goal will be shown in the Goal tab of the User window, where you also can see the progress of your goals - more information about automatic calculation can be found in the main article about Goals.