You can set goals for people with a manager account for whom you are the main manager. These goals will then be visible in the Reporting and in the dashboard view.
⠀
Creating Goals
Resources > Resource card > Configuration > Objectives tab
Prerequisites
Setting goals is only possible for people with a manager account for whom you are the main manager.
Goals can be defined for all key indicators in Reporting > Overview.
All you have left to do is:
choose the category: Sales, Human Resources, Recruitment, Activity & Expenses, Billing, Global
select the key indicator
define the goal
define a periodicity: weekly, monthly, quarterly, semi-annual, annual
⠀
Viewing Goals
From the Reporting Overview
Once the goals are defined, you can go to Reporting to view them.
Prerequisites:
You need to be on the perimeter of the manager account and select the same periodicity as the goals set.
By clicking on advanced filters, please activate the Goals.
From the Dashboard view
For this to appear on your dashboard, you need to go to Administration > Managers/Roles > Click on the role of one of the relevant managers, then in the "Dashboard" section, move "my periodic goals" to the right column.