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Set targets for missions and link to reports

mission missions target targets report

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#1 Rinck

Rinck

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Posted 27 March 2014 - 11:24 AM

The missions feature in Zurmo could be improved by allowing the creator of the mission to add a monetary target. It is very common for sales driven companies to use targets and bonusses for their sales people (much like the gamification in Zurmo, but on a different level), so why not allow managers to track these targets directly in Zurmo.

 

Additional thoughts:

* Linking these missions to opportunities so you can track mission progress

* Having a company wide mission, which does not require a link to an opportunity so tracking progress is even easier (and doesn't require users to create the link between the mission and opportunity)

* Add the possibility to add missions/targets to opportunity reports: this could be visualized as a target line in the pipeline graph, or an additional bar in a bar chart, or simply as a number in a summation table.

* Subdividing missions/targets for individual sales people or based on role; each sales person should achieve sales of amount X within a certain time frame.

 

I personally would refrain from adding gamification to reaching targets in this case, since that would create an unfair advantage for sales people over sales support staff and other Zurmo users.

 

Hope to see this in an upcoming release!


Diply Business Solutions - Official Zurmo Partner in The Netherlands! - www.diply.nl






Also tagged with one or more of these keywords: mission, missions, target, targets, report

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