Setting Targets for Team || URVA

Set Targets for Team

Create targets for users by follow the steps mentioned below :

  • From the URVA Home Page, click on the Admin settings.
  • Now click on the Targets ​under Performance Settings. 
  • Click on the + icon to Add a new target.
  • Choose TARGET BASED ON (Value/count/activity field), choose State, From activity and With Collection.
  • Give the target a Name and description in having the target name field.
  • Finally, SUBMIT to create a target.
  • Now go to the Navigation menu and select the Goals module.
  • Click on the Occurrence tab.
  • Occurrence will be created or specific time period of goal which is essential to create before going to create goal.
  • Click on the + icon to add a new occurrence.
  • Enter the Occurrence name and Time Period.
  • Set Frequency and then add Start Date and End Date.
  • Click Create and a new occurrence will be created.
  • Now click on the Active tab and then click on the + icon to Add new scheme.
  • Fill in the Name and Description and then select Target type, Target on, Activity, and Occurrence from the given drop-downs.
  • Click on Select Hierarchy and pick a level, sub-level and territory from the drop-downs.
  • Goal will be created after the occurrence because without occurrence( Time period) it is not possible to achieve goal.
  • Now click on select and then create goal page will open, user can change the hierarchy by clicking on the change hierarchy button.
  • Click on Next and the template for the target will be downloaded into excel format.





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