Tagged groups and how they can benefit you

Tagged groups allow you to combine goals with multiple unique goal-types together and gives you a quick/easy view of all of them in one place. 

This can come in extremely handy when working on a large product that can involve many different factors, e.g. sales amounts, sales calls, opportunities, commissions, etc.

Setting up a tagged group

There are two ways you can set up a tagged group, the first is inside the goals module and the second is in the sub tables page under settings. 

Creating a new tagged group in the goals module

To create a new goal group within the goals module is extremely easy, you simply find the “Groups” label above the table and click on the “+” icon, once that is done a pop-up will appear asking for a “Goal Group” name, you can simply input the name you would like for this goal group and then click on the “Save” button. Once this is done the goal group has been created and any goals can be attached to this group through the “Goal Details” menu of each goal. 

Creating a new tagged group in the sub tables page

Creating a goal group through the sub tables menu is just as easy as creating it in the goals module. First you must head to the sub tables page, which is found under the “Settings” group in the hamburger menu found on the top-left of a Repfabric instance.

Once in the sub tables page, you will find a tab labelled “Goal Group”, in there you are able to create new goal groups, give them a name, and then save them. These will now be found under the “Tagged group” option in new goals.