We are all different people and the different strengths and skills that we bring to the table in a team will now be a breeze to boost 👏

With Performance week, you work with objectives. You then follow these objectives on a weekly basis in the dashboard. This makes it easy to identify the strengths as well as challenges.

In turn, this eliminates questions such as "I do not know what to do." or "I do not know what is expected of me".

Performance Week is based on activities, opportunities and leads.

Go to Settings -> Add-ons -> Performance Week.
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Click Add New. Choose a name e.g. the department/user the goal applies to. Lastly, pick which time period your PW starts and finishes at.
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When choosing time periods, always set the period from Monday to Sunday. This is to get as accurate results as possible for your Performance weeks!

Once you have saved the PW, find it in the list and click the pen symbol to edit. Now you can add more parameters to the PW.

Below is an example of what it looks like creating objectives for opportunities.

Type: Choose whether the objective applies to Activities, Opportunities or Leads.

Goal: Numeric value

Status: Depending on the objective type, this is where you pick the status. The objective in this case is opportunities so let's say we choose Close aka. closed opportunities.

Opportunity type: If you have several different types of opportunities, choose which one applies to this objective.

Account type: Select which account types are applicable to this objective. To select more than one, hold CTRL.

Click ADD when finished.
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Add which user(s) this applies to. Choose a time period for the user(s). When done, click ADD to save.

It is recommended to not make the goals and objectives too big. Keep them short and sweet aka. achievable! When you are satisfied with the settings, click Save at the bottom right.✅

Click here to learn how to follow up on your Performance Weeks! (Link)

📌This is an add-on for Cirrus 2. If you would like to know more, contact your sales representative or the Customer Success team. You can reach us at: customercare@careofcrm.com or in the chat in Cirrus 2!