How to create a Goal Vs achievement Report?

How to create a Goal Vs achievement Report?

This article provides a step-by-step guide on how to create a Goal vs Achievement report in Kylas CRM. This report helps you analyze team performance, identify gaps, and make real-time adjustments to achieve targets more efficiently.

Prerequisites: 

  1. Permissions:

    • Users must have Create permission for Reports and Read access to the relevant entity.

    • Users must also have Read permission for Goals and Read access to the corresponding entity.

    Product Availability:

    • Available with the Elevate Plan + Add-on.

    Required Actions:

    • The Goal must already be created, and the user should have access to it.

Steps for creating the Goal Vs Achievement Report: 

  1. Step 1: Log in to your Kylas CRM account, navigate to the Reports section, and click on Reports.
    You can refer to the image below for guidance.

  1. Step 2: On the Reports listing page, click on the "Create New Report" button to begin creating a new report.

  1. Step 3: Enter the Report Name and Description, then select "Goal vs Achievement" as the Report Type.

  1. Step 4: Select a Goal from the dropdown list. Alternatively, you can create a new goal by clicking on the “Create New Goal” button.

  1. Step 5: Configure the Report Parameters:

    • Entity Type: Select the entity for which the report should be generated (e.g., Lead, Deal, Call Logs, or Meetings).
    • Chart Type: For a Goal vs Achievement report, only the Donut Chart style is available.


  1. Step 6: Choose the desired date range, apply any necessary filters, and then select the appropriate dimensions and metrics for your report.

  1. Step 7: Add the relevant users to the goal and assign individual targets as needed. Once done, click Save to generate the report.
Notes
  1. Note: The "Goal vs Achievement" report will now appear under the Reports Listing page with a success message.





Use-Cases :

Use CaseDescription
Team Performance TrackingMonitor how individual team members are performing against assigned targets.
Sales Target MonitoringKeep a real-time check on progress toward sales goals across leads or deals.
Gap AnalysisIdentify underperforming areas and take corrective action promptly.
Goal-Based Campaign EvaluationMeasure the success of marketing or sales campaigns tied to specific goals.
Activity vs Outcome ComparisonCompare team activities (e.g., calls, meetings) with their actual impact.
Incentive PlanningUse insights to plan performance-based incentives or recognition programs.


Benefits of Goal vs Achievement Report:

  • Real-Time Performance Insights: Enables managers to track progress towards goals instantly and take timely action.

  • Data-Driven Decision-Making: Helps identify high and low performers, allowing for better team management and strategy shifts.

  • Improved Accountability: Assigning individual targets creates a clear structure and enhances responsibility within the team.

  • Flexible Reporting: Filters, dimensions, and metrics let you generate customized insights suited to different teams or departments.

  • Increased Efficiency: Saves time by providing a centralized view of achievements versus targets, removing the need for manual tracking.

Conclusion

The Goal vs Achievement Report in Kylas CRM is a powerful feature designed to drive performance visibility and accountability within your organization. With its intuitive interface and customizable options, it helps teams monitor progress, stay aligned with business objectives, and make smarter, real-time decisions. Whether you're managing sales goals or evaluating campaign effectiveness, this report equips you with the insights needed to stay on track and hit your targets efficiently.

    • Related Articles

    • How to create meeting report

      Report is the most important aspect in Kylas CRM. This can be used to analyze your marketing and sales business procedure. Perquisites Permissions: Any user with permission to Create Custom Reports and Read Access on Meetings . Product Plans: ...

    • How to Create Company Report

      Kylas CRM Report will help you to fetch the data from various sales metrics and turning into actionable resource. Prerequisites Permissions: Any user with permission to Create Custom Reports and Read access on Company module. Product Plans: ...

    • How to create call logs report

      Report is the most important aspect in Kylas CRM. This can be used to analyze your marketing and sales business procedure. Prerequisites Prerequisites Permissions: Any user with permission to Create Custom Reports. Product Plans: All Activities to be ...

    • How To Create a Multi Dimensional Report?

      Kylas CRM also allows users to create multidimensional reports. Below are the steps to help you get started. Prerequisites Permissions: Any user with permission to Create Reports. Product Plans: All Activities to be Completed: None Step By Step ...

    • How to create a Multimetric Report?

      Kylas CRM also helps you view data in a multidimensional pattern. Following are the steps to help you get started. Prerequisites Permissions: Any user with permission to Create Reports. Product Plans: All Activities to be Completed: None Step by Step ...