You can copy any Atrium view (Goals, Dashboard, Alert Feed) to a new team (or individual) by using the existing view as a "template."

This allows you to take the work that has been done - say in creating a set of goals one team, and then copy that, en masse, to another similar team who should have goals set on the same metrics.

Copying Goals

The typical case for copying goals to a new team is when an organization has set a handful of goals for a given team (say eight inside sales reps in the mid-market segment), and wants to "clone" those goals to another team. 

This is different from "Duplicating" a Goal View (which simply clones the existing view). Instead, Copying to a Team will take the set of goals present in the Goal View and then create a new goal view with goals set for the members of the new team on the same metrics that are present in the existing goal view.

Typically, this means creating new goals for the members of the team that the Goal View is being copied to.

Goal Levels: As part of the Goal creation process when copying goals to a new team, Atrium will use the Goal Recommendation system to set the levels of the newly copied goals. This means using the 50th percentile for a goal-appropriate time frames. 

If you had previously "tuned" the goal levels for the Goal View (or template) you're copying over (e.g., "47.5 meetings a month => 50 meetings a month), you will have to do the same tuning here.

Existing Goals: While the most common case would be copying goals to a team or rep that has no goals set yet, in the event that a team or rep already has a goal set on the same metric, configured the same way, then the copying process will update the goal level for that goal. 

Otherwise, new goals will be set for the team (and associated reps).

If you want to mass-delete existing goals for a team before you copy over new ones, Atrium's Goal Center is perfect for that.

Validating Goals: After copying goals to a new team, be sure to sniff test the newly created Goal View to make sure you're happy with what the goals look like (and maybe tune up the goals a little off of their suggested levels)

Copying Dashboards

Copying dashboards is a little simpler than Goals

Setting Broadcast Settings

Copying Default Goal Views

Atrium has a concept of a "Default Goal View" - which is all the goals that are set for a given team. Currently you can't copy to a new team from a "Default" Goal view

As a workaround, simply "Duplicate" that default Goal View (you'll be creating a "template" of sorts), and then use that newly Duplicated

And once saved, you'll have a "template" that you can use to copy to new teams and reps. 

Creating Templates to Clone

When organizations are being intentional about their Atrium views and goals, often they'll create "Templates" that they'll then use to copy out views to all relevant teams. 

What this can look like is create a "base" template for a given team type (e.g., an "Activity Accountability Dashboard", a "Outputs Dashboard", and a set of Goals), and then use those to clone out to other teams, easily.