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Customer experience | Sales, Customer Insights,...
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Goal Charts No. of Appointments

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Posted on by 280

Hi Everyone,

I have created Goals in CRM, and i would like to set goals for Appointments.

For e.g in the Goal chart the Salesmanager would like to visualize and also define No. of Appointments per:

- Business Unit

- Country

- Year

- Salespersons

etc.

Do you have some input on how this could be solved?

I've tried to create Goal charts with in-progress and so on but dosen't look good, as the one standard one as below:

The standard chart is called Goal Progress (count) can't be modified on the Horizontal axis, if i want to set for e.g Salesperson, Business and so on

And also the Goal Owner, can only be related to a User or a Team, i would for e.g say that BU, USA, needs to do 100 Appointments this year.

8081.appointment-goal.PNG

Would really appriciate your input,

Thanks a lot!

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at

    Hi CEklx,

    Why not show No. of Appointments in the Appointment chart?

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