Who can use this feature?
How It Works
Add a Goal
We recommend that your first goal be specific to a funnel stage, such as MQL. When your first goal focuses on the top of the funnel, you'll have more data to work with and a more accurate view of existing patterns and expected outcomes, so your insights and segments are more actionable. For best results, we recommend that you use a goal that includes at least 5000 Won and 5000 Lost records.
- From the Goal menu, select Manage Goals.
- Click New Goal.
- Define your won criteria by describing business you want more of. Decide whether your Won criteria need to meet any of the rules you set or all of them.
- Define your lost criteria by describing business you want less of. Decide whether your Lost criteria need to meet any of the rules you set or all of them.
Example Goal For Optimizing Marketing Qualified Leads
This goal defines when the lead qualification threshold for MQL has been surpassed and Sales is now actively pursuing this qualified lead.