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 |
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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 |