Editing Goals

Editing Goals allows account owners and administrators to adjust performance targets for their organization. This tool enables you to update metrics such as revenue, sales, or other key business objectives, ensuring they remain aligned with your company’s evolving priorities. By maintaining accurate and up-to-date goals, you can effectively monitor progress and drive team performance, keeping everyone focused on achieving business success.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Company Settings.
   
   
   
   
   
   
4. Click Goals from the expanded Company Settings tab to enter the Admin Settings (Goals) page.
   
   
   
   
   
   
5. Edit your targets, then click Save Changes.
   
   
   
   
6. The page should refresh and a green banner will appear with confirmation “Settings Saved”.