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Shannon Andreas 1
Need suggestion for goal performance tracking
Was not sure where to post this question, but thought someone would at least be able to point me in the right direction.
I need a way to create a dashboard/report that shows our reps individual goals versus actuals. For example, we need to set individual performance goals such as "# of Demos Completed", "# of Demos Scheduled", etc. Reps are required to use a custom checkbox field within an opportunity when a demo has been completed or scheduled.
Does anyone know how I can make this happen? Is there an AppExchange app I can look at or is there something I can build with a custom object?
Please any advice is welcome.
Thanks in advance for your assistance.
Shannon
I need a way to create a dashboard/report that shows our reps individual goals versus actuals. For example, we need to set individual performance goals such as "# of Demos Completed", "# of Demos Scheduled", etc. Reps are required to use a custom checkbox field within an opportunity when a demo has been completed or scheduled.
Does anyone know how I can make this happen? Is there an AppExchange app I can look at or is there something I can build with a custom object?
Please any advice is welcome.
Thanks in advance for your assistance.
Shannon