How to set meeting scheduling goals?

< 1 min read

Set meeting scheduling goals for your team members by following these steps:

1. Open Insights module > Goals > Meeting Schd. Goals

2. Select the period:

For previous period click “Last” and choose “Week”; “Month”; “Quarter”; “Year”.
For future period click “This” and choose “Week”; “Month”; “Quarter”; “Year”.

3. Start entering user’s name > click “Search for user” or click “Enter” to see the goals setting template. It is allowed to set goals for 4 users at once.

4. You have to set the goals for every user separately.

Note: To track the results see Activity goals vs. Performance this month section in the Dashboard and Activity goals report.