What content types can I create goals for?

InsightSquared's goals framework allows you to create goals for any business KPI for any content type in the platform. This flexibility allows you to define how you want to measure your business and to what behavior/process you want to hold people accountable.

Goals can be metrics, counts, or calculations.

To learn more about creating goals, click here.

Goal Content Types:

• Accounts

• Contacts

• Campaign Member

• Campaign

• Lead

• Opportunity

  • Opportunity Product

• Task/Activity

• Issue/Case

• Meeting

• Recording (Requires Conversational Intelligence component)

Once a goal has been created, make sure you enter goal values (tied to your hierarchy) and create the visualization you want for your goal!

If you run into any issues, please contact support.