1. No of Leads
Show the count of leads created for selected employee within Goal Start & End Date i.e. No of leads for which selected employee is Owner.
2. Total revenue from closed leads
Total Sales Amount of the Opportunities with Closed Won Stage & which are created by converting leads.
3. No of Accounts
Same logic as for "No of Leads", but it will count accounts created for the selected user for the mentioned period.
4. Total revenue from accounts
Total Revenue of Accounts which have been created by converting Leads.
5. No of Opportunities
Same logic as for "No of Leads", but it will count opportunities created for the selected user for the mentioned period.
6. Total sales amount from opportunities
Total Sales Amount of the Opportunities which stage is Closed Won whether created by converting leads or created in opportunities module.
7. Target achieved for existing accounts
Total amount of the quotations created for accounts (not created by converting lead but added through Accounts tab). Quotation status must be Won.
8. Target achieved for leads converted into accounts
Same logic as Target achieved for existing accounts but account should be created by converting lead.
9. Targets achieved from both existing and new accounts
Combination of #7 & #8
10. Other
Set custom target and Achieved must be inputted in manually.
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