You can set weekly, monthly, and yearly "Quoted" and "Sold" goals for each member of your sales team. You can set these goals from the "Battle Stats" page.
Weekly, Monthly, and Yearly goals must be set individually by filtering the date range on the Battle Stats page.
Once your chosen date range is selected you will scroll down to the individual scorecards to set the goals.
When you hover over the grey number next to the "Quoted" or "Sold" totals you will see a pencil icon appear. If you click this icon you will see two boxes open up where you can enter the goals you want this salesperson to meet.
Once you have entered your numbers, click "Save Goals".
You can also set task quotas for each employee per week, month, and year. To do this click on the edit pencil icon next to the number under the "Quota" column, enter the number you want your employee to complete within this time frame, and click "Save".
**NOTE: If you do not see an employee's scorecard for the date range you have selected that means they did not complete any tasks during that time frame. They MUST mark tasks as completed for them to be reflected on their battle stats.
**Your company's goals are the sum of all your employee's goals.
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