How to Use the Goal Tracker in REsimpli
Step 1: Open the Goal Tracker
Go to the Data tab on the left-side menu, then select Goal Tracker.
Step 2: Set Your Annual Goals
Click Set Goals and enter your yearly targets for:
New Leads
Qualified Leads
Appointments
Offers
Contracts
Deals
Step 3: Review Goal Progress
Once goals are saved, REsimpli automatically tracks:
Goal completion percentages
Conversion rates
Pipeline stage progress
Key performance metrics
Step 4: Filter Goal Data by Time Period
Use Manage Filter → Add Filter → Show For Duration to view goal progress for:
Current Week
Current Month
Custom Date Ranges
Step 5: Monitor Performance Trends
Track how leads progress through your pipeline and compare actual results against your yearly goals.
Step 6: Contact Support if Needed
Reach out to REsimpli support if you need help setting up or managing Goal Tracker data.