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Add a Radius Goal

Build a model by adding validation rules as either Won or Lost. Define Won as leads, accounts, and opportunities business you want more of and Lost as business you don't want filling your pipeline. Make sure you understand how leads, accounts, and opportunities travel through each stage in your funnel and the Salesforce fields that describe the path.

Who can use this feature?

  • Customers who use the Salesforce Enterprise Edition or higher.
  • Users with Edit CRM configuration permission. By default, Administrators can add or edit integrations.

Define Your Goal

Radius applies two conditions for Won and Lost criteria: Any and AllAny 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 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, then click Manage Goals.
  2. Define your Won criteria and select whether to match with all or any rules or any. Think of Won as business you want more of and Lost as business you don't want filling your pipeline.
  3. Define your Lost criteria and select whether to match with all or any rules or any. Think of Lost as business you don't want filling your pipeline.

Once you've finished, Radius analytics intelligence analyzes information in your CRM and The Network of Record to give you insight into business you want more of.

 

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