Define the Goal Context

Use the Goal Context page of the Goal Wizard to define the context of the goals.

To define the goal context

1. Ensure that you have the Goal Context page displayed.  

Choose Month: Month for which to create goals. To create goals for all 12 months, click All Months.

Choose Year: Year for which to create goals.

Desk Goals: If selected, indicates that you want to set goals for desks.

Company Goals: If selected, indicates that you want to set goals for each division within each customer goal group. (You set customer goals for individual branches separately.)

New: If selected, indicates that you want to create goals by setting new fee and gross amounts.

Clone: If selected, indicates that you want to create goals from previous goals.

2. Complete the information and then click Next.

Related Topics

Goal Wizard