Artículos sobre: 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! 😎

Actualizado el: 01/12/2025

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