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Increased flexibility for Goals

Greater flexibility for seasonal variances & bulk target setting

Ginny avatar
Written by Ginny
Updated over a week ago

Previously, for each goal inside Vincere you were able to set a Weekly, Monthly, Quarterly and Annual target - however these weren’t specific to each different week/month of the year.

a. Seasonal variances for Goals

We have made updates to give you flexibility on setting specific goals. You can choose to set goals per week or per month. This is great as it allows for variances like holidays and other seasonal fluctuations.

From Settings > Goal Console > Set Target you choose the target you would like to edit.

NOTE: If you choose to set up Monthly Goals, the Goals will not automatically convert into Weekly Goals.

NOTE: You can hover over the week column title to see the date range. To see how the week numbers are calculated, please see this article

There is also a Current Week / Current Month button to easily navigate:

You can also set targets for the following year, and review the targets from the previous 2 years by using the year button in the navigation bar.

b. New bulk action: copy goals & edit

You are now able to select the user, copy goals to other user(s) or bulk edit.

Copying the Goal will allow users to copy the Goal from a certain period of time for certain users. Just select the Month Range and Users.

Bulk Edit will allow users to bulk update the Goal. Select the Months from the drop down to apply the goal to the Months.

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