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