Salesmate enables you to Recalculate Goals from the start date to the current date and update or overwrite contribution values based on the latest data in your system.
Note: A User with “Recalculate Goals” permission can perform this operation
To Recalculate the Goals,
- Access Goals from the left sidebar.
- You will be redirected to the Listing Screen.
- Select the Goal that you wish to Recalculate
- Select the "Recalculate" option located in the top right corner under the Insights tab
- A warning pop up will appear, confirm to proceed further with recalculation
Note:
- When you Recalculate the Goal then existing contributions will be overwritten by current data for the entire goal period.
- For Weekly the calculation will happen every hour.
- For Monthly the calculation will happen daily
- For Quarterly the calculation will happen weekly
- For Yearly frequency, the calculation will happen monthly.
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