Shared guide

How to use goals and targets

Step-by-step guide covering: Click Create; Click Goal; Click Forecast; Click Based on weighted value of open and won deals.

victoriaworkflowsvictoriaworkflows
·8 steps·8 views·Published
Step-by-step Guide8 steps

  1. Click Create

    Click Create
    Loading screenshot…
    100%

  2. Click Goal

    Click Goal
    Loading screenshot…
    100%

  3. Click Forecast

    Click Forecast
    Loading screenshot…
    100%

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

    Click Based on weighted value of open and won deals
    Loading screenshot…
    100%

  5. Click Continue

    Click Continue
    Loading screenshot…
    100%

  6. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  7. Type "200000" in Insert value

  8. Click Save

    Click Save
    Loading screenshot…
    100%