Overview:
This article explains how to create and manage a goal in Xvantage for Associates (X4A) CRM. Goals help track performance against specific business metrics and measure progress over a defined period.
Important: This functionality is available only to users with one of the following security roles:
System Administrator
Sales Manager
VP of Sales
VP of Marketing
Process:
Go to My Apps and open Okta.
In Okta search for X4A and open it.
Tip: You can also open Xvantage for Associates directly from My Apps.
Within X4A hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Goals > Goals.
On the command bar, click New.
Configure Goal Details: Complete the required fields:
Name - Enter a descriptive name for the goal.
Parent Goal - Select a parent goal if you are creating a sub-goal.
Goal Metric - Select the metric that will be used to track progress.
Goal Owner - Specify the user or team responsible for achieving the goal.
Manager - Select the user or team responsible for managing the goal record. This field updates automatically if ownership is reassigned.
Define the Goal Period: Open the Time Period tab and specify the duration of the goal:
Fiscal – Select a predefined fiscal period or fiscal year.
Custom – Specify custom start (From) and end (To) dates.
Set Goal Targets: Open the Targets tab and enter the target value.
The available target field depends on the Amount Data Type associated with the selected metric.
Target (Integer) - Used for count-based or whole-number goals. This field becomes available when editing an existing goal.
Click Save to create the goal record.
Configure Child Goals: To associate existing sub-goals with the goal, open the Child Goals tab and select Add Existing Goal.
Monitor Goal Progress: Open the Actuals tab to review performance datal:
Actual (Money) – Total value achieved to date.
In-progress (Money) – Value accumulated since the most recent rollup calculation.
Percentage Achieved – Progress toward the target expressed as a percentage.
Last Rolled Up Date – Date and time of the most recent data refresh.
Configure Goal Criteria: Open the Goal Criteria tab and configure how actual results are calculated:
Roll Up Only From Child Goals:
Yes - Calculates results using only child goals.
No - Includes other qualifying records in the calculation.
Record Set for Rollup:
Owned by Goal Owner - Includes only records owned by the goal owner.
All - Includes all qualifying records within the scope of the goal.
Use the Notes tab to record any additional information related to the goal.
Click Save or Save & Close to complete the process.