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Goal Setting?

New Member
Posts: 5
Country: USA

Goal Setting?

Is it possible with Act 10 to set goals, ie products sold, dollars closed, or calls/meeting held?
Copper Contributor
Posts: 61
Country: USA

Re: Goal Setting?

Hi,
 
In version 10, it is possible to set a "visual" target on a dashboard component.  So, if you are displaying the number of calls made, you can set a "target" for that dashboard component.  This target is stored in the dashboard component configuration, so it shows up by displaying a line on the dashboard.
 
Regards
 
Pierre
New Member
Posts: 5
Country: USA

Re: Goal Setting?

Thank you Pierre!!!
 
How do I set that "visual" target?
Copper Contributor
Posts: 61
Country: USA

Re: Goal Setting?

In Dashboard view, choose edit dashboard....
double click on the dashboard component to open the dashboard configuration wizard
 
choose the option from teh right hand side for "specify target"
choose your target and Show Target is checked
You can fast forward to section 57/77 for the target setting if you don't want to wathc the entire 10 minutes.  Note, while the Tour mentions that this is a useful feature for opportunities dashboard components, it actually works for activities as well (calls etc)
 
Cheers
 
Pierre