What's the difference between a team goal and a goal?

Team goals are a rollup of all team member's goals. For example, a sales manager has 7 direct reports on his team and all of them are added to a goal to make 20 calls daily.

The team's goal is to make 140 calls daily. Sales managers can view team goals for goal participants on their team whereas a sales representative can only view the specific goal created for them.

The following shows what details are available from the performance dashboard for a sales manager and a sales representative.

Sales Manager View

Sales Representative View

Team goal details for their team

Goal card for the participant

Participants belonging to their team - sorted by progress %

Individual goal progress and trend

History of goal creation and updates

History of goal creation and updates for their goal and contest

History of records by their team members that contributes to their KPI

History of their own progress made on goal

Statistics for each participant (individuals) - KPI achieved, % progress and daily average

Statistics for KPI achieved, % progress and daily average individually achieved

KPI by category bar chart for each participant

KPI by category bar chart for individual

Trend chart of progress by each participant (except for daily goal)

Trend chart of individual progress