A new Goals tab was added to the Associate record that allows you to manage Goals in one location. Here you can view all the goals for your selected associate, as well as add new goals, edit existing goals, and delete goals and are available for Service Jobs, Care Plans, Opportunities, and New Customers. Goals set here can then be tracked through Dashboards and Reports.

To add Associate Goals:

1. Navigate to Administrative > Associates > Associate List.
2. Select the Associate from the list and double click, or click Edit, to open the Associate record.
3. Click the Goals tab. This will bring up the Goals window allowing you to add new goals for your Associate.
   NOTE:  Alternatively, you may also Edit existing Goals and/or Delete Goals for your selected associate from this same screen using the corresponding button for your desired action.
    
4. Click Add. The Create New Associate Goals window will appear asking you to select a template for setting your goals. Your options are: Blank Associate Goal Screen, Copy Last Month, or Copy Specific Month (with a drop-down to select your desired month). In this example, we will select Blank Associate Goal Screen.
   
    
5. The Associate Goal screen will open with a grid displaying the available options for where you can add goals.
   
   
   Fields and options on the Associate Goals window include:
    

   Goal $ Amount	The goal in dollar amount
   Goal Count	The number an associate should reach for their goal
   Stretch $ Amount	The dollar amount an associate should strive to reach beyond their goal dollar amount.
   Stretch Count	The number an associate should strive to reach beyond their goal amount
   New Customers Must Have Sale	If checked, then that means a newly added customer must also have a completed sale instead of simply being added to Edge to count towards a set Goal.
   Month/Year	Set the Month and Year for these Goals.

6. Once you have entered your desired Goals in the available fields, click Save & Close.
    

We recommend that once you have built one Associate Goal screen to completion, that you then use the Copy To button located on the Goals screen (see step #3) to copy those goals to your other associates.