Goals By Action (Core Reports)

Goals by Action is useful to see metrics for a particular goal's progress.

Written By Chris Louis (Super Administrator)

Updated at May 11th, 2020


Goals by Action is useful to see metrics for a particular goal's progress. For sales based goals, Users can view progress for goals set against specific brands and/or SKUs. For accomplishment based goals, Users are able to view progress for goals set against a specific Activity or Task.


  1. Choose the team(s) to include in this report.
  2. Choose the rep(s) to include.
  3. Choose the goal type – either sales based (Sell) or accomplishment based (Accomplish).
    1. Sales Based:
      1. Choose the Brand(s).
      2. Choose the SKU(s).
      3. Indicate if this is for Active or Archived goals.
      4. Click 'Run'.
      5. Tables will populate below the drop downs for each goal that applies to the brands/SKUs selected. The tables are:
        • Goal Name.
        • Goal Description.
        • Goal Duration.
        • The name(s) of each rep the goal is assigned to.
        • The periods for which the goal has been tracking.
        • A progress bar that shows how close the rep is to achieving their goal for each period.
        • The total target value for the goal for each period.
    2. Accomplishment Based:
      1. Choose whether this goal emphasizes a Category, Activity or Task.
      2. Depending on that choice, the drop down to the right will change. Specify in that drop down which Category, Activity or Task sub-item will populate.
      3. Select in the last drop down, if this is for an active or archived goal.
      4. Click “Run”.
      5. Tables will populate below those choices for each goal that applies to the Activities or Tasks selected. The Category choice only allows one Category sub-item to be chosen.
      6. These tables will outline the following information:
        • Header - Goal Name - Goal Description - Goal Duration.
        • Below the Header - the name(s) of each user the goal is assigned to.
        • The periods for which the goal has been tracking.
        • A progress bar that shows how close the rep is to achieving their goal for each period.
        • The total target value for the goal for each period.

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