Collections Goals
Most sales teams want to set goals for their reps as a way to keep the reps accountable. In the system, there are multiple goal options, including category, contract, activity, and collection goals. This document is going to walk you through the use and setup of our collection goals.
Viewing Collections Goals – For Sales Reps
If you are a sales rep, you most likely won’t need to know how to actually create the goals. Instead, you just need to view your goals and how you are progressing towards them. To view your team’s Collections Goals, go to Billing > Collections Goals. To access this page, you need the user permission ‘View Collections Goals.'
The page will automatically load with the current year’s goals. If you wish to view previous or future year’s goals, use the Year filter.
When you run the search, you’ll see a table showing the goal amounts broken out by month of the year. Each month will show its collection goal. Unlike other goals, collection goals are for your entire team and are not set on a user basis.
Creating and Editing Collections Goals – For Managers or Admins
If you are a sales manager, system admin, or any other user who needs the ability to create and manage collections goals, this section is for you. The above information on how to view collections goals in the site could still be helpful. But you need more information than just on how to view goals. Read below to learn about creating and managing goals.
Permissions
If you want to be able to view goal information by going to Billing > Collections Goals, then you still need the user permission ‘View Collections Goals.' However, the same information can be accessed by going to Settings > Goals > Collections Goals.
To access this page, you need the user permission ‘Collections Goals’. This user permission is what allows you to edit the goals.
To edit the goals, simply choose the year. By default, the current year will be shown.
When you run the search, you’ll see a table showing the goal amounts broken out by month of the year. Each month will show its collection goal. Unlike other goals, collection goals are for your entire team and are not set on a user basis.
To edit or enter goals, simply click on one of the values and begin typing. Once you’ve entered the goal amounts that you need, make sure to click Save at the bottom of the table.
Click reset if you want to remove any unsaved changes.
If you wish to completely remove all of the goals for the current year, you can click the Clear Collections Goals button above the table. This will reset all of the values in the table to 0.
Added June 6, 2022