How do I add a goal?

To add a goal, navigate to the Goals tab and click the plus sign icon at the top right of the page. Select Add New Goal, complete the pop-up form and select save.

Goals can be categorized by activities, segments and premise type. Standard goals include:

• Sales Activities
• Trade Marketing Activations
• Consumer Marketing Activations
• Account Touches
• Points of Distribution
• Sold Accounts
• Volume (9LE)
• Quality of Distribution
• Sales Representative Efficiency