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Checking the Status of Objectives (End User)

You can use the Account Status view or a graphical chart to check objectives and the status of your recommended activities or the recommended activities of your employees.

This task is a step in Process of Working with Objectives.

To check the status of an objective and its activities

1. Navigate to the Objectives screen, then the Retail Objective List view.
2. Select the objective record for which you want to review the status.
3. Drill down on the Objective field hyperlink for the record, and click the Account Status view tab.
4. Select the account record for which you want to review the status.

   The recommended activities associated with the account appear in the Recommended Activities list. You can review the status of each recommended activity.

Use the following procedure to check the status of an objective on a chart.

To check the status of an objective on a chart

1. Navigate to the Objectives screen, then the Charts view.
2. Select the objective record for which you want to review the status.
3. From the Charts visibility filter, select a chart.