Create and edit periodic Goals

Create and edit periodic Goals

Create Goals:

  1. On your URVA Home Page, click on Goals under Team Management.
  2. In the Active tab, click on the + icon to add a new Goal
  3. Fill in the Name and Description, select the target type as Value/Count, or activity field.
  4. Select Target On as Sales/sales by category, quantity, or as per your requirement
  5. Choose an activity and then target accordingly, and after that occurrence, select dates and do next.
  6. Now go to "Select User Hierarchy" and pick levels and sub-levels accordingly.
  7. Afterwards, go to "Select roles"add the respective role to assign a goal, and then click on Next.
  8. Finally, click on the template to download the template under "MAPPING"
  9. Enter the values accordingly and drag and drop the file to the upload screen.
  10. Click on Submit  and a goal will be created.

  1. Goal: It will be created after occurrence because without occurrence (Time period) it is not possible to achieve goal.
  2. Target type: It will be selected by value if the user wants to view the value of the target or can be viewed by count if the user wants to view the total count of orders or can also choose the activity fields for the task count.
  3. Target On: This option allows the user to choose a target that is primarily focused on the specified categories, such as if they want to create a target that is focused on sales, sales by category, or product quantity or as per their requirement.


Modify the already created goals:

An Admin User can change/modify the configuration of created goals as per requirement at any point in time.

  1. On your URVA Home Page, click on Goals under Team Management.
  2. In the Active tab, please click on the active goal.
  3. Now modify the goal as per requirements and click on Update.




    • Related Articles

    • Create an occurrence under Goals

      Create occurrences under goals by following steps mentioned below: On your URVA Home Page, click on Goals under Team Management. Now click on the Active tab under Goals. Choose the occurrence and click on the submit button. Click on the + new ...

    • Delete goals in URVA

      Delete goals by following the below steps: From URVA home page, click on Goals under Team Management. Now the user will see the list of all the goals created in the URVA web portal. Choose the goal which the user wants to delete and click on the ...

    • Create & Assign goal under an individual target for frontline executives/ field users

      Create & Assign goals front line executives please follow the steps which are mentioned below :- From the URVA home page, Click on Goals under Team Managementmodule. Click on Active tab. A user will see different stages of the goals like "All, ...

    • Modify the goal settings

      An Web User can change/modify the configuration of created goals as per requirement at any point of time. To modify goal settings, follow the steps mentioned below: On your URVA Home Page, click on Goals under Team Management. In the Active tab, ...