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