The Goal Tracker in Revlitix's Sales Analytics is a powerful tool designed to help you set, monitor, and manage performance goals across different levels of your organization.
Whether you're focusing on individual representatives, entire teams, or the workspace as a whole, the Goal Tracker ensures that everyone is aligned and working towards common objectives.
Step 1: Access Sales Analytics
Log In: Ensure you are logged into your Revlitix account with the necessary permissions to access Sales Analytics.
Navigate to Sales Analytics: From your dashboard, click on the Sales Analytics option, which may be located in the main menu or sidebar.
Step 2: Open the Goal Tracker
Locate Goal Tracker: Within the Sales Analytics dashboard, find and click on the Goal Tracker option. This will direct you to the section where you can manage and view your goals.
Step 3: Preview the Scorecard
Understand the Layout: Before setting or editing goals, you can preview how the scorecards will appear. These scorecards display performance metrics against the set goals for representatives, teams, and the entire workspace.
Visual Representation: The preview helps you understand the layout and information distribution, ensuring clarity before making any changes.
Step 4: Manage Goals
Manage your goals by using the options to edit or delete them as needed.
Edit or Delete Goals: Click on the Options button next to any set goal to edit or delete it. This functionality allows you to adjust goals to reflect new strategies or remove them if they are no longer applicable.
Set Goals: Through the Goal Tracker, you can establish and adjust goals for different organizational levels:
Representative: Assign individual performance goals to each sales representative.
Team: Define collective goals for sales teams to encourage group performance.
Workspace: Set overarching goals for the entire workspace to align all efforts.
By following these steps, you can effectively utilize the Goal Tracker in Sales Analytics to set, monitor, and adjust goals.
This tool ensures that your sales team remains aligned and focused on achieving its targets, driving performance and strategic alignment across different levels of your organization.