Targets Widget
The motivational Targets Widget is a great feature for helping you stay focused on your targets.
In this article:
| Enable/Disable the Targets Widget |
| Configure the Targets Widget |
Enable/Disable the Motivational Targets Widget
Each user can configure their own motivational target widget to stay on track for their individual goals.
You can select between:
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On the Settings page under the Action Stream Preferences, scroll down to Motivational Targets Widget → toggle the slider to enable or disable the feature.
💡 Visit the Pipeline page to set revenue targets.
💡 Revenue value is taken as your Expected total (i.e. Won + Weighted Pending)
Configure the Motivational Targets Widget
Jump to Article's Overview ⮝Hover your mouse over the widget at the bottom left side of the page and click on the gear icon.
Conversions - From one Status label to another
E.g., from Lead to Prospect
💡 Select the checkbox Set conversions as default, to make conversions your primary target.
💡 Conversions are defined when a Status changes, and you can set the requirements as you like.
💡 See here how to add/edit Status labels.
💡 Select the checkbox Set calls as default, to make conversions your primary target.
💡 Calls are defined by Call notes created for a contact in the CRM.
💡 They can be based on the number of calls per day, week, month, quarter, or year.
💡 Select the checkbox Set meetings as default, to make conversions your primary target.
💡 Meetings are defined by Meeting notes created for a contact in the CRM.
💡 The goals in your Targets Widget can be based on the number of meetings per day, week, month, quarter, or year.
💡 Select the checkbox Set Revenue as default, to make conversions your primary target.
💡 Visit the Pipeline page to set revenue targets.
💡 Revenue value is taken as your Expected total (i.e. Won + Weighted Pending)
💡 It can be calculated by month, quarter, or year.
To minimize the Targets Widget, hover over it and click on the minimize icon to the right of the gear icon.
