Goals (Beta)

What is a Goal?

A Goal is a simple way for each Capsule user to track their own Sales progression and success in Capsule. It can also come in useful for Managers to track goals across all Capsule users. You can visually track this information in Capsule and have a centralised space to monitor where you (or the Team) are at any point in time.

Goals come in different types to let you choose exactly what you want to track. This includes the Opportunities that are added to Capsule, or Opportunities that have been marked as Won - where you select the value or the count you want. There’s even a type to track the Opportunity progression through the Milestones in your Sales Pipeline.

Goals are also customised over a period of time, to align with your company's internal process for more accurate reporting.

They’re a great way to celebrate wins, increase ownership over your Sales targets and set benchmarks across the board.

How to add a Goal

Administrator Users can add Goals for themselves and other Capsule users. To add a new Goal:

1. Go to the Reports tab
2. Select the Goals heading
3. Click the button to Add Goal
4. Now you can set up the basic information of the Goal itself. Fill in the following details:
   - Name: The name of the Goal
   - Assigned to: The user this Goal will apply to
5. Next, select the Type of Goal:
   - Opportunities Won: The Goal will be set up for Opportunities that are Won in Capsule
   - Opportunities Added: The Goal will be set up for Opportunities that have been added to Capsule
   -Opportunities Progressed to Milestone: The Goal will be set up for Opportunities moved to a specific Milestone in your chosen Sales Pipeline
6. Now you can fill out the remaining information based on the Goal Type you have selected above.

If the Goal type is Opportunities Won or Opportunities Added:

• Pipeline: The Pipeline your Goal will apply to. This is a single select field, so if you want to have goals for multiple pipelines, you will need to create a new Goal for each.
• Tracking Metric: How Capsule will track the Goal. Choose either Opportunity Value or Opportunity Count
• Start Date: When the goal will start
• End Date: When the goal will end
• Goal Frequency: How often the Goal is for. The options are: Fixed, Every Week, Every Month, Every Quarter or Every Year
• Value / Currency: If you have set the Tracking Metric field mentioned above to Opportunity Value, choose the Value of Opportunities that will mean the Goal is met and the currency of the Value
• Count: If you have chosen the Tracking Metric field mentioned above to Opportunity Count, choose the number of Opportunities that will mean the Goal is met

Below is an example goal to add 5 new Opportunities every week for our company's Q1 (Jan - March 2025).

If the Goal type is Opportunities Progressed to Milestone:

• Pipeline: The Pipeline your Goal will apply to. This is a single select field, so if you want to have goals for multiple pipelines, you will need to create a new Goal for each
• Milestone: The Milestone you’d like to track Opportunities being progressed to
• Start Date: When the goal will start
• End Date: When the goal will end
• Goal Frequency: How often the Goal is for. The options are: Fixed, Every Week, Every Month, Every Quarter or Every Year
• Count: The number of Opportunities that will mean the Goal is met

How to edit a Goal

To edit a Goal:

1. Go to the Reports tab
2. Select the Goals heading
3. Click on the name of the Goal
4. Select Edit Goal

How to delete a Goal

To delete a Goal:

1. Go to the Reports tab
2. Select the Goals heading
3. Click on the name of the Goal
4. Select the icon actions menu > Delete Goal