Now you are ready to create actual Objectives and actual Feedback for your users.
I included examples, feel free to be creative with your own.
Add Objectives
Two For each Role
One for one Individual on each level of your org chart
Two Team Objectives
Description | Scope | Scope Description | Active | Global |
Sales | 1 | Role | 1 | 0 |
Operations | 1 | Role | 1 | 0 |
IT | 1 | Role | 1 | 0 |
HR | 1 | Role | 1 | 0 |
Accounting | 1 | Role | 1 | 0 |
Marketing | 1 | Role | 1 | 0 |
Admin | 1 | Role | 1 | 0 |
Customer Service | 1 | Role | 1 | 0 |
Business Development | 2 | Team | 1 | 0 |
Training | 2 | Team | 1 | 0 |
Reporting | 0 | Individual | 1 | 0 |
Sales Calls | 0 | Individual | 1 | 0 |
Tax Filings | 0 | Individual | 1 | 0 |
Revenue | 1 | Role | 1 | 0 |
Profit | 1 | Role | 1 | 0 |
Corporate Programs | 1 | Role | 1 | 0 |
Shift Reports | 1 | Role | 1 | 0 |
Add Feedback
One for each category you’ve created
Feedback | Value | Category | Status | Action | |
Exceeded Budgeted Sales Leads! | 4 | Sales Leads | Active | Edit | |
Exceeded Forecasted Monthly Closed Deals! | 5 | Sales Productivity | Active | Edit | |
n a Challenging Deal! | 5 | Sales Skills | Active | Edit |