Goal Areas
  • 03 Jul 2023
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Goal Areas

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Article summary

Goal areas are used to group company goals, for example, Finance, Customers, etc.

Follow these steps to set up goal areas:

  1. Go to Settings > Settings and Configuration > Performance.
  2. Click Goals in the left panel and click Edit next to the Goal Areas setting name on the Basic tab.
  3. The Business Areas list will open in spreadsheet view where you can directly edit the information you need.
  4. Enter the goal area name into the Title column and a short description of the area into the Description column.

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