How to create and edit a goal
Goal group, target value, period, filters, and Staff.
Select New record from the list of goals. Enter a clear name, select a group, and specify the target value, period, and start date. If a type is available for the group, select it as well. An end date is not mandatory; if left blank, the goal will continue into new periods.
Next, fill in the filters displayed for the selected group. For example, for a sales goal, select the document type, organization, and whether to calculate quantity or amount; for the Tasks goal – the Task type and date; for the Opportunities goal – the process and stages. Assign Staff and choose whether the target applies to the team as a whole or to each team member individually. If necessary, enable notifications for goal achievement or non-achievement.
After saving, open the record and check the period and result. When editing the group or type, review all filters again, as different fields are used for different groups.