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Set employees objectives for (Opportunities, Visits, and Appointments) - For reports

former_member660531
Participant
0 Kudos

Hi experts,

Setting up objetives for employees is not covered on the standard,

Indeed the client asked for a repport that includs objectives for employees (Visits, Appointments and Opportunities)

We still trying to find a way to add objectives to repports,

Please, is there anyone whi has already worked on use case like this ?

Thanks,

BR,

Accepted Solutions (0)

Answers (1)

Answers (1)

mjveerhuis1
Active Contributor

Hi,

If you are talking about number of visits, appointments and opportunities per period like year, you could decide to set up some extension fields on the individual employee record in C4C and make the fields relevant for the data sources Employee Details and/or Employee Master Data. These you could then join with data sources that include the transaction data, the status, the employee responsible with counters so that you can e.g. compare the number of transactions completed with the numbers set on the employee. Of course it is then nice to set up a dashboard with some interactivity, where a manager can click on an employee and the number are shown.

Kr.

MJ