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    Brett Ponton

    Hi there,

    Thanks for the response!  I'm happy to help you.

    The Goals Dashboard is only available for Business Plans.  So in order to get access to it, you will need to upgrade from your Professional Plan.  To upgrade your plan, you will need your Account Owner to go to Settings > Billing.

    With the Goals Dashboard, Managers can set target goals for their team, and track them in the dashboard. 
    Goals can be set for:

    • Sales Revenue - The value of won opportunities in a given time period.
    • Won Opportunities - The number of won opportunities in a given time period.
    • Lead Conversions - The number of leads converted in a given time period.
      Note: Leads must be enabled first.
    • Activities - The number of activities completed in a given time period. 

    You can still use our In-App Reporting to review Pipeline, Sales, and Performance information on your users on any plan, you just won't be able to set Goal Metrics.

    For more information, you can check out our Knowledge Base article HERE

    Let me know if you have any questions or need additional help.

     

    Best,

    Brett Ponton

    Customer Education at Copper

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