Publication Goal Metrics by Month
The report shows you your sales and goals by publication, broken down by month, for a twelve-month period. You can filter by publication and sales rep. Use this report to find out how well you are tracking to achieving your publication goals over the course of a year. The report is similar to the Publication Goal Metrics Report, but shows the data in a simplified format. When viewing the Publication Goal Metrics by Month Report, you know at a glance how your team as a whole is doing in reaching their sales goals.
To access this report, you need the User Permission 'Publication Goal Metrics by Month Report'.
To view data for all users, not just your own, you also need the sub-permission 'View All Users'.
When the report is run, the results will display in a table format – one table for each publication searched that fits the date range. Each publication’s table will show the goal, the actual sales, and the difference between the two, for twelve months following the start date searched.
Updated 3/27/2025