Employee Productivity Goals Favorites

You can view goals reports for the current month/year which provides month-to-date information, or you can display values relative to a selected date range. Historical reports are compared with historical goals. On the first day of each month, the previous month’s goals are converted to historical goals.

Use the following pre-defined search favorites to display employee productivity goals statistics:

• Event Revenue
• Opportunities
• Opportunity Handoff Rate
• Opportunity Sold Rate
• Percent Member Time

Each of these search favorites is described in this section. Each productivity goal has Actual, Goal, Difference, and Percent columns.