Skip to main content
All CollectionsSetup Guide
KPI Activity Targets
KPI Activity Targets

Set KPI activity targets for each of your team weekly, monthly & quarterly

Eve Whyte avatar
Written by Eve Whyte
Updated over 7 months ago

Reward your team for performance by setting activity-based KPI targets that can be measured weekly, quarterly & monthly

Once you have assigned roles for each user, and mapped relevant KPIs to specific activities


It's time to set the KPI activity targets

Click on the User profile and scroll to Activity Targets

Click Add to set the date range,

Give the KPI period a name, also include the user name for ease of reference, and click save
โ€‹

There are 2 x ways to track the achievement of KPI's goals:

  1. Activities Dashboard

Set the date range:

Activities Graph with Active and Completed Activities

2. Custom Reporting (Admin & Sales Coordinator Only)

Report on KPI Export Report within the date range

Did this answer your question?