How to Create Personal Goals


Goals a great way to measure and guide your efforts towards achieving your desired outcomes in your business. Use goals to keep track of KPIs or performance requirements that you would like to reach, maintain or exceed.


  1. Go to Tasks > Manage.

  2. Below the Personal heading, click add new goal.


       3. Choose the Goal Type:

             a.  Attain goals mean a goal where success is measured by a number of outcomes, towards a target amount. Such as the number of sales calls made per month.

             b.  General goals are goals that cannot be tracked by numbers. Such as a goal to take more breaks, or to stand up during sales phone calls, etc.

             c.  Progress goals mean a goal where success is measured by an increase or decrease,                   such as the average commission % or number of contacts in a database.


       4. Select the Time Period for this goal, such as daily, weekly or monthly.

       5. Enter the name of your goal in the Title section.

       6. Enter the target number in the by amount section.

       7. Click Save.


You have now added a new personal goal.


Article is closed for comments.