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Setting up Goals in Klenty
Setting up Goals in Klenty

Step by step procedure to set up goals in Klenty

Karthik Natarajan avatar
Written by Karthik Natarajan
Updated over a week ago

How to Set Goals on Klenty

The screenshots shown below illustrate how your Goals Dashboard would look once goals are created.

Click on Get Started as soon as you enter the Goals feature.

Pick a Goal (Conversion Goal, Contact Goal, or Activity Goal) from the following screen, and click on Next.

Set the details of the goals such as if it is a monthly or a weekly goal, and if the goal is applicable to all users or to specific users. Finally, define the goal target for the users you’ve selected and click on Create Goal

You can also set targets for individual team members by choosing the "Specific User(s)" option.

Once the goals are set, you can view the details of three individual Goals by clicking on View Details from the Goals Dashboard.

The leaderboard for the users who are assigned the selected goal (in this case: Contact Goals) appears upon clicking View Details from the Goals Dashboard.

Prerequisites for setting a goal

  • Goals can be set Only by the Admin or the Owner of a team

  • Teams can have a maximum of 3 goals in parallel

  • The goal frequency and target values must be defined before creating a goal

  • The targets can be the same or different for the goal assignees

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