How do I add goals to a goal set?

  • To create a goal set, navigate to the Goals tab and click the “Add a Goals Set” button on the top right. From there, you can enter a name and description. 

  • To add goals to the goal set, click on the goal set you would like to edit. Now, there are two plus icons under the description box to add a performance goal or an activity goal.

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