How do I create a goal set?

Navigate to the goals page. 

To create a goal set, click Add a Goal Set. 

Name the goal set and add a description. 
Add an activity or performance goal. 
Add a custom name for the goal, choose the corresponding activity that will count toward the goal, and set a frequency for the goal. 
Make the goal quantifiable by adding a requirement by segment, premise or total. 
Click Save Goal. 
Upon creation of a goal set, toggle back to the appropriate user’s page and assign it accordingly.

To edit, duplicate or delete a goal set, click on the three dot icon. 

***Your CSM is here to help you get the most out of Overproof and help to create goals that will align with your company KPIs.