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Radius Help Center

Manage Goals

Add a new goal or make changes to a goal you've already set up.

Make sure to keep your goals up to date. If you add opportunity stages or lead statuses, you’ll need to change them in Radius to keep your insights up to date.

Add a Goal

Radius applies two conditions for Won and Lost criteria: Any and All. Any matches if any rule criterion you set is met. All only matches if every rule criterion is met. Once you define a goal, Radius calculates your historical success (Won / Won + Lost) and makes predictions on the best New records or Open opportunities, so having the right rules in place is essential.

  1. Go to the goal menu, and then click Manage Goals.
  2. Add a new goal or edit an existing one.
  3. Define your Won criteria and select whether to match with all or any rules or any. Think of Won as positive action that indicates success for your campaign.
  1. Define your Lost criteria by adding rules. Think of Lost as someone who has gone through whatever process, outreach campaign that you would potentially end in a win, but did not end in a win.
  1. Click Done and follow the rest of the wizard to save.

Edit a Goal

Radius uses two types of conditions for Won and Lost criteria, Any and All. Any matches if any rule you set is met. All only matches if every rule criteria is met.

  1. Go to the goal menu, and then click Manage Goals.
  2. Add a new goal or edit an existing one.
  3. Define your Won criteria and select whether to match with all or any rules or any. Think of Won as positive action that indicates success and value to your campaign.
  4. Define your Lost criteria by adding rules. Think of Lost as someone who has gone through whatever process, outreach campaign that you would potentially end in a win, but did not end in a win.
  5. Click Done and follow the rest of the wizard to save.

Review Your Goal's Success Rate

Success Rate determines how you perform, not how successful your team is at closing business.

So, a good way check if your goal is realistic is to review the success rate for a metric you have knowledge about outside of Radius to see if it aligns with how you've done in the past. For example, if your success rate for the financial industry is over 50% and you know you have never gotten those types of results before, you'll want to review your Won and Lost criteria. You may have defined rules incorrectly. 

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