Create activity goals
Administrators can enter activity goals for each user to manage their performance. Activity goals can be set by week, month, or quarter. As activities are entered, progress towards meeting the goals can be viewed using the Activity report on the Amadeus Reports tab.
To create activity goals
- Navigate to Activity Goals, and click New. The Create Activity Goal page opens.
- Complete the following fields:
Field Description Goal Year Goals are created for an entire calendar year. This field displays the year for this goal. User This is which user the goal has been created for. Corporate administrators can create goals for all users. Property administrators can create goals for users that also have access to a property where they are an administrator.
Goal Type This is the task and appointment types that count for this goal. Weekly Goal, Monthly Goal, and Quarterly Goal These are the number of activities this user needs to complete. You only need to enter a value in one of these fields if all goals are the same.
After you save a goal, you can only edit the goal numbers. If you mistakenly save a goal with the incorrect year, user, or type, you can delete it from the appropriate Activity Goals list view.