Step 1: Open the Goal Tracker
Navigate to the Goal Tracker section after setting up your goals in Goal Settings.
Step 2: Review Goal Metrics
The Goal Tracker monitors your progress for key business metrics, including:
Leads
Qualified Leads
Appointments Set
Appointments Met
Offers
Contracts
Purchases
Sales
Step 3: Understand Goal Progress Indicators
The dashboard compares:
Full Goal Target
Expected Progress
Current Performance
Color Indicators:
Green = Ahead of Goal
Red = Behind Goal
Step 4: Change the Tracking Time Period
Use the time period selector to track performance by:
Month
Quarter
Year
Custom Date Range
Step 5: Save Dashboard Filters
You can save dashboard views and filters for future use.
Step 6: Review Clickable Data
All metrics in the Goal Tracker are clickable.
Clicking a metric opens the related records or leads associated with that KPI.
Step 7: Review Unworked Opportunities
The Goal Tracker also identifies missed opportunities.
Examples:
Leads created but not qualified
Leads without appointments set
Opportunities without offers or contracts
Step 8: Review Potential Follow-Up Leads
The system highlights leads that may still require action.
Example:
Leads generated during the selected time period that have not yet been qualified
Leads without appointments set
Step 9: Analyze KPI Gaps
Use the tracker to identify where leads are dropping off in your sales process, such as:
Qualification
Appointment Setting
Offers
Contracts
Purchases
Sales
Step 10: Update the Dashboard View
Changing the selected time period automatically refreshes all dashboard metrics and KPI data.