Create a Goal
Create a Goal(s)
The respective level of the "Goals: Create" permission will control who you are able to create a goal for.
Can Create Goals for Anyone, Can Create Goals for Self, Can Create Goals for Subordinate Users/Groups.
1. Create a new goal through the Quick Actions button, Motivate and Recognize > Goal, or though the left navigation > Goals > Create.
2. Complete the Goal Form by filling out the following fields:
Details
| Field | Field Description |
| Name |
We recommend the format "verb + outcome + time frame" |
| Description |
Optional. Provide detail to assist in understanding the Goal. |
| Category |
Contribution is selected by default. Ambition categorizes Goals into 4 different areas. These categories help identify that growth is happening in all areas of one's life. Be sure to set a variety of Goals in differing categories. Contribution - Positively impact bottom line of company, group, or self. Capability - Acquire new knowledge, skill, or competency. Connection - Build, develop, or reinforce relationships. Career - Take action to grow professionally. |
| Visibility |
Public vs Private Goal. Public is default. Public Goals are transparent across the entire platform. Private Goals can only be seen and edited by the creator, the users involved in the Goal, and those with the system Admin permission set. |
Target
| Field | Field Description |
| Start Date and End Date |
The time frame for the Goal. Note: A Goal's time frame cannot exceed 365 continuous days. |
| Progress Updates |
Will the target automatically be tracked through an existing Metric (Best Practice) Or will this manually be updated through a form (common for Capability and Career Goals)? If you select Automatic through Existing Metric, you'll be prompted to select the Ambition Metric to track for this Goal. If you select Manual through Input Form you'll be prompted to provide a Metric Name for the measurement of this Goal (Conferences Attended, Modules Completed, Dollars, etc). |
| Metric |
If Automatic through Existing Metric was selected, which Metric will you track? If Manual through Input Form was selected, what will your Manual Entry Metric be called? Note: If Activity and Objective Score are selected, it's important to remember they are calculated based on specific time frames. Example if your Organization utilizes a Monthly Objective Score, a Weekly Objective Score Goal's value will represent the monthly value instead of calculating the gain in Objective Score over the respective week. |
| Computation |
Will this Goal add or average the values it receives? Note: Averages will be computed on a record level basis not a daily average basis. Example if a Goal is wanting to be set to track a user making an average of 25 calls a day, select Sum and input a Target Value that is 25 x goal's length in days. Activity and Objective Score are inherently averaged. Example If a Goal is set to track daily Activity Score over multiple days, the values will be averaged together instead of summed. |
| Target Value |
How will this Goal be reached? What is the success threshold? Note: If Talk Time is calculated in seconds, the Goal's target will also be represented in seconds. Example if a Daily Talk Time Goal is created and the desired Target is 2 hours, input 7200. |
Owner
The Goal's owner determines whose data populates the Goal!
Select the appropriate Hierarchy Level for this Goal. Read more about Ambition Hierarchy Levels here.
Hierarchy Level is the level you wish to create the Goal for.
Is this a Goal for a User(s)? Is this a Team Goal?
Owner Selection Type will display options of All, Within, Custom.
Is this a Goal for Users > All? Users > Within > BDR Role? Users > Custom > Joe Smith?
Special Note about the Users > Within > "Manager" or selecting the "Manager" Hierarchy Level In Cases where a Manager Manages other Managers.
If Manager A is listed as a Manager B's manager within their User Settings, any employees that roll up to Manager B will also be considered as users Manager A manages.
Creating a Goal for yourself?
To assign a Goal to yourself, you will select Hierarchy Level User > Custom > you!
Preview
A visual preview of this Goal will be generated along with a notification of how many Goals will be created. No data calculations will be computed until after saving.
3. Click Create Goal.
If you are creating more than one Goal, you will be asked to confirm your understanding of just how many Goals are being created. Type I UNDERSTAND and click the Confirm button.
Note: A Goal will track historical data starting from the day it was created. If a Goal is created after the start-date of that Goal, Ambition will show a linear line from 0 on the first day of the Goal, to X points, on the day the Goal was created.
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