goals_create
Create a new sales goal with type, assignee, target metric, and duration to track performance. Automates report generation for progress monitoring.
Instructions
Add a new goal to track performance metrics.
Creates a goal with specified type, assignee, expected outcome, and duration. A report is automatically created to track goal progress.
Workflow tips:
Specify the goal type (e.g., deals_won, activities_completed)
Assign to a user or team
Set target value and tracking metric
Define duration period (start and end dates)
Choose interval (weekly, monthly, quarterly, yearly)
Common use cases:
Track deal revenue: type with "deals_won", tracking_metric "sum"
Track activities: type with "activities_completed", tracking_metric "count"
Team goals: assignee type "team"
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | Goal title | |
| type | Yes | Goal type configuration | |
| assignee | Yes | User or team assigned to this goal | |
| expected_outcome | Yes | Expected outcome configuration | |
| duration | Yes | Goal duration period | |
| interval | Yes | Goal interval |