What are Custom Goals and how do they benefit sales teams?
Custom Goals in Hoop allow users and teams to establish property-based, aggregation-driven objectives that precisely mirror their unique business success indicators. This feature moves beyond standard templates, giving you flexibility in defining what matters most to your organization.
They are primarily designed for sales and operations teams who need granular control over performance tracking. Key benefits include driving accountability across reps and teams, visualizing goal attainment in detailed reports, and ensuring alignment between daily activities and overarching strategic targets within the Hoop platform.
By leveraging Custom Goals, teams gain:
- Clarity on performance metrics.
- The ability to time-box objectives for better management.
- Enhanced reporting capabilities for forecasting.
How do you define the metrics and time frames for a new Custom Goal?
Defining a goal involves using hundreds of property and aggregation combinations available within the Hoop platform. This flexibility allows you to model exactly what you need to measure, whether it is deal velocity or specific customer engagement milestones.
During the setup process, you set the goal owners, assign the relevant teams, and specify the time window, which sets the duration for goal attainment. This time-box functionality ensures that every objective has a clear start and end date, fostering a focused approach.
You can also use filters and segments to fine-tune goal progress tracking based on your specific definitions. This level of customization ensures the metrics you track are highly relevant to the goal's context.
Can I assign Custom Goals to both individuals and entire teams?
Yes, the Custom Goals feature supports assignment to both individual contributors and specific teams. During the initial setup, you define the scope by choosing the appropriate contributors.
This dual capability is crucial for managing performance at every level of your organization. When setting up a goal, you can:
- Assign goal owners for individual accountability.
- Select teams to track collective effort.
- Adjust contributors and durations mid-period, with proper permissions.
Tracking progress for both groups is streamlined in reports, allowing for visualization of attainment over time, sliced by either team or individual representative, promoting comprehensive visibility across Hoop.
Which pricing plans are required to access Custom Goals in Hoop?
Custom Goals are available across multiple subscription tiers within the Hoop platform, offering access to businesses of varying sizes and needs. This feature is included in the core, pro, and enterprise pricing plans.
The availability across these tiers ensures that most Hoop users can benefit from the advanced goal-setting and tracking capabilities. While the core plan provides foundational access, the pro and enterprise plans often include additional features or higher usage limits related to reporting and governance, enhancing the overall utility of Custom Goals for larger organizations.
It is best to consult the detailed pricing breakdown to understand if any usage limits apply to the number of custom goals you can create or the scope of available reporting features within your current plan level.What data governance features protect the integrity of Custom Goal targets?
Governance is a core component of Custom Goals, ensuring the data and targets remain accurate and consistent across the organization. This is achieved through defined controls over the creation and editing of goals.
Hoop allows administrators to standardize naming conventions and review cadences, which minimizes errors and confusion. Critically, the platform offers the ability to limit editing permissions exclusively to goal owners. This restriction is vital for preserving the integrity of the established targets throughout the goal's duration.
The governance framework helps you:
- Standardize goal definitions across teams.
- Control who can modify key goal parameters.
- Maintain reliable data for accurate reporting and forecasting.
How can Custom Goals be used for reporting and forecasting within the platform?
Custom Goals are deeply integrated with Hoop's reporting features, transforming raw data into actionable insights. Once a goal is active, you can use reporting to visualize goal attainment over time.
The system allows you to slice this visualization by relevant dimensions, such as team or individual representative. This functionality drives accountability and makes it easy to spot areas needing intervention. You can also embed these goals directly into operational dashboards.
This integration supports accurate forecasting by showing historical progress against custom targets. By visualizing attainment and embedding goals into dashboards, teams can maintain constant oversight and proactively adjust strategies to hit their targets.
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