Training Tag

Goal / KPI Management

Learn how to create, manage, and analyze goals and KPI's in our easy-to-use, no-code platform.

Tap into your organization's full potential with our Goal and KPI Management Training. Regardless of your organization's size, this training enables you to assign clear KPIs and revenue goals tailored to your individual, team, and company needs.

KPIs are essential for gaining insight into the effectiveness and efficiency of your sales processes. They act as navigational beacons, helping you identify strengths and weaknesses. This data-driven approach allows continuous improvement, enabling strategic adjustments to enhance team performance and drive revenue growth.

We'll train you to implement KPIs as a compass, guiding your team to make informed decisions, adapt to market dynamics, and refine your strategy. This fosters a culture of continuous improvement and sustained success in your industry's competitive landscape.

What we'll cover

This training module includes two 1-hour sessions

01_glow In your first 1-hour training session

You will learn how to:
Update or create individual KPIs and revenue goals
Update or create Company and Team goals, if applicable
Setp coach/coachee goals, if applicable
Input sales goals
Update or create Effectiveness Objectives
Update or create Activity Goals

 02_glow  In your second ½-hour training session

You will:
Review the settings with your CSE and they'll answer any additional questions

Price: Please talk to your Customer Success Advocate, or write to us here