Goals are a very important part of the Atrium ecosystem, allowing you to utilize the data pulled in to empower your reps! It's likely you went over the process of adding goals while implementing and/or with your account rep, but in case you need to add a new goal then here are the steps necessary to do so!
To set a new goal, you will first navigate to the profile page of the team or individual you want to set a goal for. If they don't have any existing goals set, you'll see an "Add a Goal" button in place of the goal widget.
If some goals have been set, and you want to set goals against additional metrics, click the team name on the top row of the metrics grid and select “Add a goal.” By clicking the team name you are setting a goal for the whole team. To add a goal for a specific individual click their name in the grid instead.
Once you click that button, Atrium will ask you which metric you want to set a goal for and what you want that goal to be. Each metric has a default timeframe, in this case the default for a Meetings Created goal is weekly. You can always adjust these defaults to what makes sense for your business.
If you want to get more granular with this goal you can add filters by selecting the “Add a filter” option underneath the metric name. When you do so, all available filters for this metric will appear in a dropdown menu. For this example, maybe we want to set a goal for initial meetings created. Once we set that filter, it will also make sense to rename the goal appropriately.
You can also create multiple goals tied to the same metric with different combinations of timeframes and filters. For example, if you use account tiers to segment your reps’ books of business, perhaps it makes sense to set specific goals for Tier 1 accounts who may require more attention.
