For anyone reporting to you or lower in the hierarchy
Posted: Thu May 29, 2025 5:53 am
What if I told you that there is an easy-to-use tool in Vtiger CRM that allows you to set goals for every department you have?
Goal Add-ons in Vtiger CRM
The Goals add-on is designed to help you set realistic and achievable goals for your employees within defined time frames. It allows you to set goals across multiple records or aggregate any numeric field in any module in CRM.
You can add goals and related details from one window. You will be able to select the module, time period, value assigned to the goal, assignee, etc.
For example, you want a particular salesperson to review and close X number of deals. In this case, you can select the Deals module, assign a target to the relevant salesperson, select the number of deals they have to close, europe cell phone number list start date, time period, etc. You can also set the target deadline on a quarterly or monthly basis and add multiple deals such details.
Perform multiple actions on a target
Once you set a goal, a Goal record is created. This record appears in the Goal List View. The Goal List View provides detailed information about all
Set as Default – When you enable Set as Default, your Goal records will be displayed in the Goals List View add-on by default.
Export – Allows you to export the details of the Goal to an Excel spreadsheet using this icon.
Filters – Allows you to view Monthly, Quarterly, Monthly and Quarterly Goal records for a specific time period.
Adjusting targets and quotas
Just setting goals won't help. You also need to review and revise them periodically to make sure you're on track.
Forbes contributor Chuck Cohn says, “Setting specific goals, writing them down, and reviewing them periodically can increase your chances of success by up to 95% . ” #3
Regularly reviewing goals, especially with large teams, helps you learn about the progress they have made. You will be able to check whether the strategy you are using is correct. These reviews will let you know if you need to revisit the goals you have set and make adjustments or adopt a different course of action.
team or individual goals.
Now that you know why goal setting is important, you should start or review the goals or objectives you have set for your organization or team.
Goal Add-ons in Vtiger CRM
The Goals add-on is designed to help you set realistic and achievable goals for your employees within defined time frames. It allows you to set goals across multiple records or aggregate any numeric field in any module in CRM.
You can add goals and related details from one window. You will be able to select the module, time period, value assigned to the goal, assignee, etc.
For example, you want a particular salesperson to review and close X number of deals. In this case, you can select the Deals module, assign a target to the relevant salesperson, select the number of deals they have to close, europe cell phone number list start date, time period, etc. You can also set the target deadline on a quarterly or monthly basis and add multiple deals such details.
Perform multiple actions on a target
Once you set a goal, a Goal record is created. This record appears in the Goal List View. The Goal List View provides detailed information about all
Set as Default – When you enable Set as Default, your Goal records will be displayed in the Goals List View add-on by default.
Export – Allows you to export the details of the Goal to an Excel spreadsheet using this icon.
Filters – Allows you to view Monthly, Quarterly, Monthly and Quarterly Goal records for a specific time period.
Adjusting targets and quotas
Just setting goals won't help. You also need to review and revise them periodically to make sure you're on track.
Forbes contributor Chuck Cohn says, “Setting specific goals, writing them down, and reviewing them periodically can increase your chances of success by up to 95% . ” #3
Regularly reviewing goals, especially with large teams, helps you learn about the progress they have made. You will be able to check whether the strategy you are using is correct. These reviews will let you know if you need to revisit the goals you have set and make adjustments or adopt a different course of action.
team or individual goals.
Now that you know why goal setting is important, you should start or review the goals or objectives you have set for your organization or team.