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How to use goals and targets

In this how-to guide, you'll learn to set and track goals effectively by using the forecasting feature based on the weighted value of your deals.

victoriaworkflowsvictoriaworkflows
·8 steps·76 views·Published

In this how-to guide, you'll learn to set and track goals effectively by using the forecasting feature based on the weighted value of your deals. Follow the simple steps to create a goal, input your target value, and access your progress insights.

Step-by-step Guide8 steps

  1. Click Create

    Click Create
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  2. Click Goal

    Click Goal
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  3. Click Forecast

    Click Forecast
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  4. Click Based on weighted value of open and won deals

    Click Based on weighted value of open and won deals
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  5. Click Continue

    Click Continue
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  6. Click on "Click here."

    Click on "Click here."
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  7. Type "200000" in Insert value

  8. Click Save

    Click Save
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