Create Customer Goals

Add Goals from the Library

The Goals Library provides a list of standard goals that you can select from. You can also use these goals as reference while creating new goals.

To add goals from the library:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Click Add Goal.
3. From the slide-out panel, click Goals Library.
4. Search for the required goal using the search bar. 
5. Click the selected goal to view details.
6. Verify the goal details. You can modify the default values in the fields as per your requirement.
7. Click Add Goal.   

Create Goals Manually

To create new goals:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Click Add Goal.
3. In the slide-out panel, enter the required goal details. All fields marked in red are compulsory. 
   Note: In addition to the system fields, the fields added by your admins will appear in the Add Goal slide-out panel.
4. Click Add Goal.

Associate Existing Cockpit CTAs

You can associate existing CTAs from Cockpit to track the progress made towards achieving the Goal.
Note: Objective CTAs and Tasks cannot be associated with the Customer Goals directly. 

To associate CTAs:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal.
4. In the detail view page, click CTA under the Associated Work section.
5. Click Associate CTAs.
6. Select the CTAs that you wish to associate.
7. Click Associate CTAs.

Create and Associate New CTAs

You can create new CTAs from the detail view page of a Goal. The CTAs are then automatically associated to the same goal.

To create and associate a new CTA:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal. The new CTA will be associated automatically with the selected goal.
4. In the detail view page, click CTA under the Associated Work section.
5. Click Associate CTAs.
6. From the dropdown menu, select New CTA.

7. Provide the required CTA details. For more information on creating CTAs, refer to the Create Manual Call To Action( CTAs) and Tasks article.

8. Click Save. The new CTA is automatically associated with the goal.

Update Associated CTAs

Once the CTAs have been associated, you can edit them from the Customer Goals tab in the company’s 360 page. Changes made to the Status field reflect in the associated goal’s Progress bar.

To update a CTA:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal.
4. In the goal’s detail view page, select the CTA you want to edit.
5. In the CTA’s detail view page, click the fields you wish to modify and make the necessary changes.

Remove Associated CTAs

You can remove associated CTAs from the goals. This will not have any effect on the CTA and it will still be available in the Cockpit page. 

To remove a CTA:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal.
4. In the goal’s detail view page, hover over the CTA you want to remove.
5. Click the close icon.
6. Select Confirm in the confirmation box.

Associate Existing Success Plans

To associate existing Success Plans:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal.
4. In the associated work panel, navigate to Success Plans.
5. Click Associate Success Plans.
6. Select the Success Plan.
7. (Optional) Click on the plan to view details.

Note: You can also associate Success Plans with goals from the Success plan page, provided this feature has been enabled by your admins. Click Associate Goals on the success plan detail page and select the goals you wish to associate. 

Create and Associate New Success Plans

You can create new Success Plans from the detail view page of a Goal. The Success Plans are then automatically associated to the same goal.

To create and associate new Success Plans:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal.
4. In the associated work panel, navigate to Success Plans.
5. Click Associate Success Plans.
6. From the dropdown menu, select New Success Plan.

7. Provide the required Success Plan details. For more information on creating Success Plans, refer to the Create Success Plan article.
8. Click Save. The new Success Plan is automatically associated with the goal.

Update Associated Success Plans

Once the Success Plans have been associated, you can edit them from the Customer Goals tab in the company’s 360 page. Changes made to the Status field reflect in the associated goal’s Progress bar.

To update a CTA:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal.
4. In the goal’s detail view page, select the Success Plan you want to edit.
5. In the plan’s detail view page, click the fields you wish to modify and make the necessary changes.

Remove Associated Success Plans

You can remove associated Success Plans from the goals. This will not have any effect on the Success Plan and it will still be available in the Success Plan page. 

To remove a CTA:

1. Navigate to the company’s 360 page by entering the name in the universal search bar.
2. Navigate to the Customer Goals tab.
3. Select the Goal from the list view page. You can use the search bar to search for the goal.
4. In the goal’s detail view page, hover over the CTA you want to remove.
5. Click the close icon.
6. Select Confirm in the confirmation box.

Group Goals

You can group goals by any of the attributes (columns) available on the list view page. Select the attribute from the Group dropdown menu. 

Note: If you are grouping goals by Due Date in Quarters, you have the option to group the goals either by Calendar or Fiscal year.

Sort Goals

You can use the columns to sort the goals on the list view page. Click the column name to view the sort icons.
Note: Columns that support dropdowns or multi-select dropdowns, do not have the sort option.

Filter Goals

You can filter goals using any of the fields available on the Customer Goals object.

• The Opportunity and Opportunity Stage fields can help you filter goals that are in closed or initial stages.
• The relationship fields can help you filter goals based on relationship attributes.

To apply filters:

1. Click the filter icon. The Advanced Filters page appears.
2. Click Apply Filter > Add Filter.
3. From the Field dropdown, select the field you want to filter by.
4. From the Operator dropdown, select the operator.
5. Select the values.
6. (Option) Click the plus icon to add another filter criteria. 
   1. Define the logic between all the added filter criteria in the Advanced logic field.
   2. Click Apply.

Delete Goal

To delete a goal, hover on the goal in the list view page and click the delete icon that appears. In the confirmation page, click Confirm.          

Note: Deleting a goal does not delete the associated CTAs and Success plans. 

Goals Detail View

The detail view helps you view the attributes associated with the goal.

• From the Goals List View page, select the goal to open it's detail view. You can change the status of the goal and edit other details by clicking on the respective field. The non-editable fields are not clickable.

1. The Activity History provides a log of all changes made to the goal.
2. The Associated Work sections helps you associate CTAs and Success Plans from the detail view page.

• You can edit the name of a goal, change the status or edit other details by clicking on the respective field. System fields are not editable and will not be clickable.