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We have three market types - high, med, and low

 

for each type there are activity requirements, for example cold call requirments on leads are

 

High 50

 

Med 35

 

Low 25

 

We ran a My Cold Call report (Activities with Leads) - how can we display % to goal?
5 respuestas
  1. 5 jun 2012, 13:48
    Goal is determined by Market Classification (High, Med., Low) which we've added as a data point on our Prospects/Accounts .

     

    Each rep is expected to achieve a certain number of Activities based on the Market classification, some reps have cross over - meaning they might have leads/accounts is two markets

     

    That make sense?
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