How to Setup Activity-Based Goals in Salesforce

  • Video above demonstrates how to setup Activities based goals in Salesforce using anyGoal.
  • Create Call goals in Salesforce using anyGoal.
  • Create Meeting goals in Salesforce using anyGoal.
  • Create Proposal goals in Salesforce using anyGoal.
  • Enter individual target goals for any interval – Day, Week, Month, Quarter, Year etc.
  • View actual performance vs goal target in Salesforce.
  • View % of goal achievement for full performance picture.
  • View performance compared to cohorts with Peer Rankings.
  • Compare actual results versus target goals using Salesforce analytic dashboards.
  • Use anyGoal custom lighting components to quickly share results across your organization – Drag-Drop-Done.
  • Enhance performance on critical objectives in Salesforce.
  • Improve task and activity results within Salesforce.
  • Achieve better outcomes in Salesforce by aligning around data-driven goals and KPIs.
  • Accelerate sales velocity in Salesforce with data-driven goal strategies.
  • Maximize Salesforce ROI through targeted goal tracking.
  • Enhance motivation and engagement by visualizing goal progress in Salesforce.