Setting up a cascading sales activity goal to measure performance metrics
A “system-driven” goal means that the goal itself uses information driven by data generated from within the Repfabric system. Measures will be determined by the Repfabric system using past data from stored databases. This is in contrast to a custom goal, in which data is generated manually by the user by entering values into cells corresponding to the appropriate dates.
In this tutorial, we’ll go over setting up a sales activity goal to measure performance metrics to help your business succeed and accurately track sales activity data. We will also make this a cascading goal, meaning there will be a parent goal with several child goals below it. The child goals will roll up to the parent goal meaning the collective data from the child goals will contribute to the parent goal, we will go into deeper detail on what this means in this tutorial.
Setting up the parent Sales Activity goal
To measure sales activity, we will use “Activity Journals – Newly Added,” which means that the goal values will be determined depending on how many new activity journals the owner of the child goal has added during a particular timeframe.
To begin this process we must access the Goals module within the Repfabric system, once there we can start by creating a new goal. In this tutorial we will keep this as a weekly goal, meaning the timeframe for goals will be in weekly increments.
In the top left corner of the goals module you will find the menu in the above image, once you click “New” a new empty goal will appear in the table below.
When clicking on the “Owner” name of a new goal it will open up the “Goal Details” pop up menu in which you can edit the goal.
Once in the “Goal Details” pop up menu you will be able to change the goal’s details, including its “Type”, “Name”, “Description”, “Goal” (The actual goal number you are aiming for), and more. Make sure you provide clear and relevant details for each goal so that other users can immediately understand what each goal is measuring. As we are measuring the salespeople’s activity journals, that is the “Goal Type” that has been set for this goal, meaning it is system-driven and the data picked up will correspond directly to new activity journals created between a weekly timeframe.
As this is going to be a goal measuring several salespeople’s metrics we need to make child goals for each of those sales people. To do this, you must enter the “Child Goals” portion of the pop up menu by clicking the blue button with that label.
Once entering the “Child Goals” menu you should see a sub-menu appear that looks like the above menu. As we are measuring different salespeople’s activity journals we must “Split by” user, and we also want all of the child goals values to add up to the parent goal’s total, so we will check the “Roll Up to Parent” box.
In this tutorial we will be tracking 3 different salespeople’s activity journals, and we can add each of these as a child goal by clicking on the “+” icon, as can be seen highlighted in the above image.
When clicking on the “+” icon you will be prompted with a lookup table for which ever value you chose to split by, in here you can select the users you would like to add as child goals to this overall activity journal goal. Once selected, ensure you click on the blue “Add” button in the top-right, as simply closing out of this menu will not add them as child goals.
Once the users are added you can set each of their individual goals by double clicking on the cells under the “Goal” table header inserting the value and then pressing enter. As we have checked the “Roll Up to Parent” box these goal values will add up to the total goal value.
Once you are done adding the child goals you can save the goal and the menu will close and you will be returned to the Goals table. Our updated goal will be visible (NOTE: To see the child goals of a parent goal you must check the “Show Cascaded” check box) and the values automatically input based on those users activity journal entries. Child will appear with a split color.