How to Setup Goals in Salesforce

November 7, 2024

  • Video above demonstrates how to setup goals in Salesforce using anyGoal.
  • Create individual target goals for key performance indicators (KPIs).
  • Integrate goal data from any standard or custom Salesforce object.
  • Customize target lists to track performance by what matter most to you including by User, Team, Product, Territory, Lead Source and more.
  • Compare actual results versus target goals using Salesforce analytic dashboards.
  • Enhance performance on critical objectives in Salesforce.
  • Increase revenue through effective goal management in Salesforce.
  • Improve task and activity results within Salesforce.
  • Boost order volumes by setting and tracking sales goals in 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.