How do we set up company goals in InsightSquared?
In InsightSquared, you are able to track how your company is doing against a variety of goals:
- Bookings: This is your company-wide goal, measured against your primary value
- Revenue: This goal is what you expect to receive in a month, and is available on revenue-based reporting, such as in the SaaS package
- Number of Deals/Placement
Admins are able to input these in Settings > Set Goals. There is both an easy to navigate UI, as well as an import/export functionality available. When using the on-screen editing, an entered goal will automatically populate for future months, until a new number is entered.