Watch: Setting Goals

Video transcript

In this quick guide, we'll walk through the Goals Management page and show you how to set and manage goals for your company and team. From the left navigation, open KTIs then click Goals to open the Goals Management page. This page allows you to view and manage your company and team's goals.

From here your goals are organized into three sections. The first section is Company Default Goals By Trade. Here's where you set your personalized company goals for each trade along with your Customer Service Representative defaults.

Below are the Individual Technician Goals and Individual Customer Service Representative Goals. These allow you to override the company defaults, when a specific team member needs their own goals. To set or update a goal, find the goal you want to change and then click Edit.

Choose the Effective Date, then enter the appropriate goal for that specific role. The goals are: Conversion Rate, Monthly Revenue, Average Ticket, Maintenance Plan Conversion Rate and Callback Rate. When everything looks correct, click Save to apply your changes.

And that's it! Your goals are now set and ready to use. You can return to the Goals Management page anytime to review or update your company goals and individual goals.