Articles on: Reports

Goals by new leads

In this report, you can establish lead objectives and goals for each salesperson.

You'll find it in the Reports and Goals section, under Goals:

Create new leads goals for each of your salespeople:

For example: if Marcus has to find 5 new leads in the next week, we can set it up this way:

1.- Select the 7 days that Marcus has to create new leads:

2.- Select the name of the user and select the number of leads. Remember to click on Create to save the goal.

Objective progress

To check on your user's progress and see if they accomplished their established goal:

Filter the dates according to the time period you set for each goal.

Don't forget to refresh so you can see the filter's results.

The column New leads goal shows how many "new clients" we wanted the user to find.

The column **Compliance **shows how much progress the user has made on the goal you set for them.

In this case, our goal for this user was to find 5 new leads. By the time we checked, the report shows they've found 0 leads, which is why Compliance is showing a progress of 0%.

Remember to reach out in the chat if you have any questions! 😎

Updated on: 11/20/2025

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