How to add Goal vs Achivement report on Dashboard?

How to add Goal vs Achivement report on Dashboard?

The Goal vs Achievement report helps you visually track how your team is progressing towards their sales or activity goals. You can easily add this report to a new or existing dashboard in Kylas, making performance monitoring straightforward and centralized.

 Need help with setting up goals?
Refer to this article: How to Create a Report on Goals vs Achievement


Prerequisites

Before adding a Goal vs Achievement report to your dashboard, ensure you have:

  • Access to Dashboards
  • Report – Read All permission
  • Dashboard – Create & Update permission


Steps to Add Goal vs Achievement Report

1. Log in to Kylas CRM


2. Create or Edit a Dashboard

To create a new dashboard:

  1. Click on the Dashboard icon in the left panel.
  2. Click Create New.
  3. Name your dashboard.
  4. Click on Add New Dashlet.

To add to an existing dashboard:

  1. Click on the Dashboard icon.
  2. Find the dashboard you want to update.
  3. Click the Settings (gear) icon next to "Create New" and select Edit.
  4. Click on Add New Dashlet.


3. Add the Goal vs Achievement Dashlet

  1. In the Add Dashlet pop-up, select:
    • Type of Dashlet: Goal
    • Entity Type: Choose the entity for which the goal was created (e.g., Lead, Deal, Call Log)
  2. Click Next.
  3. Click on the Goal Report.
  4. Choose the Goal Report Name you want to display.
  5. Click Next to preview the dashlet.
  6. Click Add to add the dashlet to your dashboard.


4. Save the Dashboard

  • After adding the dashlet, click Save to finalize changes.

Now, your Goal vs Achievement report will be visible on your dashboard, providing quick insights into your team’s performance against set targets.


Use Cases:

Idea

Use Case

Description

1. Track Individual Sales Performance

Monitor each sales rep’s progress against monthly or quarterly revenue targets.

2. Activity Monitoring

Track activity-based goals such as the number of calls, meetings, or emails completed by team members.

3. Team-Wise Goal Comparison

Compare performance across teams, departments, or regions to identify high-performing groups.

4. Campaign Effectiveness

Evaluate how specific campaigns or initiatives contributed toward sales or activity targets.

5. Resource Allocation

Identify underperforming areas early and allocate more resources or training accordingly.

6. Incentive Planning

Use real-time progress to decide eligibility for incentives and rewards based on goal completion.

7. Leadership Visibility

Managers can view top-level progress across all teams in a centralized dashboard for strategic decisions.



Benefits of Goal vs Achievement Report

  • Centralized Performance Tracking
    Easily visualize performance metrics directly from your dashboard—no more manual calculations.

  • Real-Time Monitoring
    Keep track of goal progress in real time and act proactively when targets are at risk.

  • Goal Alignment
    Ensures that every team member is aligned with company objectives and working toward measurable outcomes.

  • Data-Driven Coaching
    Use concrete data to coach underperformers or recognize high achievers with factual insights.

  • Flexibility Across Metrics
    Works for both sales-related and activity-based goals, making it adaptable for multiple departments.

  • Customizable Dashlets
    Choose from multiple goal types and entity types to tailor the report to your business needs.


Conclusion

The Goal vs Achievement Report in Kylas CRM empowers teams and managers to stay focused, accountable, and aligned with their targets. By bringing visibility to individual and team performance, this feature helps drive productivity, transparency, and strategic decision-making. With its easy dashboard integration, customizable views, and real-time updates, this report becomes an essential tool for performance management in any growing sales team. Leverage it to ensure you're not just setting goals—but consistently achieving them.